Real Estate Select Sect Spdr shares owned by Wealth Management Group
Quarter-by-quarter ownership of Real Estate Select Sect Spdr (XLRE) shares owned by Wealth Management Group
from 13F filings
Historical chart of Wealth Management Group investment in Real Estate Select Sect Spdr
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Quarterly reported holdings in Real Estate Select Sect Spdr by Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.9M | 150k | 39.53 |
| 2023-12-31 | $5.9M | 147k | 40.06 |
| 2023-09-30 | $5.0M | 146k | 34.07 |
| 2023-06-30 | $2.2M | 60k | 37.69 |
| 2023-03-31 | $2.2M | 60k | 37.38 |
| 2022-12-31 | $4.7M | 128k | 36.93 |
| 2022-09-30 | $4.4M | 123k | 36.01 |
| 2022-06-30 | $5.4M | 133k | 40.86 |
| 2022-03-31 | $8.2M | 170k | 48.32 |
| 2021-12-31 | $8.8M | 170k | 51.81 |
| 2021-09-30 | $6.6M | 149k | 44.45 |
| 2021-06-30 | $6.5M | 147k | 44.33 |
| 2021-03-31 | $4.5M | 115k | 39.49 |
| 2020-12-31 | $6.6M | 180k | 36.56 |
| 2020-09-30 | $7.1M | 201k | 35.27 |
| 2020-06-30 | $7.3M | 209k | 34.81 |
| 2020-03-31 | $5.8M | 189k | 31.00 |
| 2019-12-31 | $12M | 306k | 38.67 |
| 2019-09-30 | $11M | 268k | 39.34 |
| 2019-06-30 | $8.2M | 224k | 36.77 |
| 2019-03-31 | $7.7M | 214k | 36.22 |
| 2018-12-31 | $6.0M | 195k | 31.00 |
| 2018-09-30 | $6.0M | 184k | 32.61 |
| 2018-06-30 | $3.0M | 93k | 32.71 |
| 2018-03-31 | $2.5M | 79k | 31.08 |
| 2017-12-31 | $6.9M | 209k | 32.94 |
| 2017-09-30 | $6.4M | 198k | 32.24 |
| 2017-06-30 | $5.5M | 170k | 32.20 |
| 2017-03-31 | $4.9M | 154k | 31.60 |
| 2016-12-31 | $1.7M | 55k | 30.75 |
| 2016-09-30 | $1.8M | 54k | 32.78 |