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Real Estate Select Sect Spdr shares owned by A. Montag and Associates

Quarter-by-quarter ownership of Real Estate Select Sect Spdr (XLRE) shares owned by A. Montag and Associates from 13F filings

Historical chart of A. Montag and Associates 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 A. Montag and Associates 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 A. Montag and Associates

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.7M 68k 40.06
2016-09-30 $672k 21k 32.76

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Alphabet Cap Stk Cl C (GOOG)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
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Ishares Tr Rus 1000 Etf (IWB)
Home Depot (HD)
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Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core S&p Scp Etf (IJR)
Adobe Systems Incorporated (ADBE)

View all positions for A. Montag and Associates

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
Bnp Paribas Arbitrage, Snc
Phoenix Holdings
Migdal Insurance & Financial Holdings
Wells Fargo & Company
WCG Wealth Advisors
UBS Group
Baird Financial
Capital Investment Advisors
ALPS Advisors
Winton Capital

View all funds holding Real Estate Select Sect Spdr