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Real Estate Select Sect Spdr shares owned by Premier Path Wealth Partners

Quarter-by-quarter ownership of Real Estate Select Sect Spdr (XLRE) shares owned by Premier Path Wealth Partners from 13F filings

Historical chart of Premier Path Wealth Partners 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 Premier Path Wealth Partners 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 Premier Path Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.7M 44k 39.55
2023-12-31 $1.5M 36k 40.57

More positions owned by Premier Path Wealth Partners

Apple (AAPL)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Technology (XLK)
NVIDIA Corporation (NVDA)
Ishares Tr Usd Inv Grde Etf (USIG)
Amazon (AMZN)
Select Sector Spdr Tr Financial (XLF)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr Core Div Grwth (DGRO)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Select Sector Spdr Tr Sbi Int-inds (XLI)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Meta Platforms Cl A (META)
Ishares Tr Core Msci Intl (IDEV)

View all positions for Premier Path Wealth Partners

Top funds holding Real Estate Select Sect Spdr

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

View all funds holding Real Estate Select Sect Spdr