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Real Estate Select Sect Spdr shares owned by Ballast Rock Private Wealth

Quarter-by-quarter ownership of Real Estate Select Sect Spdr (XLRE) shares owned by Ballast Rock Private Wealth from 13F filings

Historical chart of Ballast Rock Private Wealth 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 Ballast Rock Private Wealth 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 Ballast Rock Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $314k 7.8k 40.35

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View all positions for Ballast Rock Private Wealth

Top funds holding Real Estate Select Sect Spdr

Creative Planning
LPL Financial
Wells Fargo & Company
Cassaday & Co Wealth Management
Ameriprise Financial
Royal Bank of Canada
Goldman Sachs Group
UBS Group
Moss Adams Wealth Advisors
Capital Investment Advisors
Jane Street
ALPS Advisors
Baird Financial
Cetera Investment Advisers
Raymond James Financial

View all funds holding Real Estate Select Sect Spdr