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Real Estate Select Sect Spdr shares owned by Ball & Co Wealth Management

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

Historical chart of Ball & Co Wealth Management 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 Ball & Co Wealth Management 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 Ball & Co Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $6.9M 157k 44.03

More positions owned by Ball & Co Wealth Management

Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Eafe Value Etf (EFV)
Spdr Gold Tr Gold Shs (GLD)
Kraneshares Trust Hedgeye Hedged E (KSPY)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Alps Etf Tr Alerian Mlp (AMLP)
Select Sector Spdr Tr State Street Rea (XLRE)
Amgen (AMGN)
Etf Opportunities Trust Hedgeye Capital (HECA)
Select Sector Spdr Tr State Street Hea (XLV)
Fidelity Covington Trust Enhanced Large (FELG)
Apple (AAPL)
Gilead Sciences (GILD)
Fidelity Covington Trust Enhanced Large (FELV)

View all positions for Ball & Co Wealth Management

Top funds holding Real Estate Select Sect Spdr

Creative Planning
Morgan Stanley
Bank of America Corporation
LPL Financial
Wells Fargo & Company
Cassaday & Co Wealth Management
Two Sigma Investments
UBS Group
Moss Adams Wealth Advisors
Capital Investment Advisors
Ameriprise Financial
Cetera Investment Advisers
American Family Investments
Baird Financial
Victory Capital Management

View all funds holding Real Estate Select Sect Spdr