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Real Estate Select Sect Spdr shares owned by Sontag Advisory

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

Historical chart of Sontag Advisory 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 Sontag Advisory 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 Sontag Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.9M 123k 40.06
2020-09-30 $216k 6.1k 35.34
2018-12-31 $3.0k 85 35.29

More positions owned by Sontag Advisory

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Sontag Advisory

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