Aurum Wealth Management Group »

Real Estate Select Sect Spdr shares owned by Aurum Wealth Management Group

Quarter-by-quarter ownership of Real Estate Select Sect Spdr (XLRE) shares owned by Aurum Wealth Management Group from 13F filings

Historical chart of Aurum Wealth Management Group 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 Aurum Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Real Estate Select Sect Spdr by Aurum Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $335k 7.5k 44.67

More positions owned by Aurum Wealth Management Group

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vaneck Etf Trust Cef Muni Income (XMPT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
United Parcel Service CL B (UPS)

View all positions for Aurum Wealth Management Group

Top funds holding Real Estate Select Sect Spdr

Creative Planning
Bank of America Corporation
Morgan Stanley
LPL Financial
Bnp Paribas Arbitrage, Snc
Cassaday & Co Wealth Management
Harel Insurance Investments & Financial Services
Envestnet Asset Management
Meitav Dash Investments
Phoenix Holdings
Jane Street
Susquehanna International
Raymond James & Associates
Wells Fargo & Company
Migdal Insurance & Financial Holdings

View all funds holding Real Estate Select Sect Spdr