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Real Estate Select Sect Spdr shares owned by Grant/GrossMendelsohn

Quarter-by-quarter ownership of Real Estate Select Sect Spdr (XLRE) shares owned by Grant/GrossMendelsohn from 13F filings

Historical chart of Grant/GrossMendelsohn investment in Real Estate Select Sect Spdr

Tip: Access up to 7 years of quarterly data

All positions including Real Estate Select Sect Spdr held by Grant/GrossMendelsohn consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Real Estate Select Sect Spdr by Grant/GrossMendelsohn

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.8M 98k 38.49

More positions owned by Grant/GrossMendelsohn

Ishares Tr TRS FLT RT BD (TFLO)
Northern Lts Fd Tr Ii Ggm Macro Alignm (GGM)
Spdr Gold Tr Gold Shs (GLD)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
T Rowe Price Etf Cap Appreciation (TCAF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Oracle Corporation (ORCL)
Ishares Tr Us Consm Staples (IYK)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Vanguard World Industrial Etf (VIS)

View all positions for Grant/GrossMendelsohn

Top funds holding Real Estate Select Sect Spdr

Creative Planning
Bank of America Corporation
Harel Insurance Investments & Financial Services
Cassaday & Co Wealth Management
Caisse de depot et placement du Quebec
Phoenix Holdings
Migdal Insurance & Financial Holdings
Wells Fargo & Company
WCG Wealth Advisors
UBS Group
Baird Financial
Capital Investment Advisors
Bnp Paribas Arbitrage, Snc
Mivtachim The Workers Social Insurance Fund
ALPS Advisors

View all funds holding Real Estate Select Sect Spdr