Real Estate Select Sect Spdr shares owned by Roberts Wealth Advisors
Quarter-by-quarter ownership of Real Estate Select Sect Spdr (XLRE) shares owned by Roberts Wealth Advisors
from 13F filings
Historical chart of Roberts Wealth Advisors investment in Real Estate Select Sect Spdr
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Quarterly reported holdings in Real Estate Select Sect Spdr by Roberts Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $334k | 9.1k | 36.59 |
| 2023-09-30 | $296k | 8.5k | 34.69 |
| 2023-06-30 | $403k | 11k | 37.69 |
| 2023-03-31 | $428k | 12k | 37.04 |
| 2022-12-31 | $444k | 12k | 37.07 |
| 2022-09-30 | $281k | 8.0k | 35.35 |
| 2022-06-30 | $320k | 7.8k | 41.21 |
| 2022-03-31 | $381k | 7.7k | 49.25 |
| 2021-12-31 | $387k | 7.5k | 51.27 |
| 2021-09-30 | $326k | 7.3k | 44.42 |