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Real Estate Select Sect Spdr shares owned by Clear Perspectives Financial Planning

Quarter-by-quarter ownership of Real Estate Select Sect Spdr (XLRE) shares owned by Clear Perspectives Financial Planning from 13F filings

Historical chart of Clear Perspectives Financial Planning 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 Clear Perspectives Financial Planning 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 Clear Perspectives Financial Planning

Quarter filed Position value Share count Share price at filing
2023-03-31 $3.7k 100 37.38
2022-12-31 $19k 505 36.93
2022-09-30 $18k 505 35.64
2022-06-30 $21k 505 41.58
2022-03-31 $39k 805 48.45
2021-12-31 $42k 805 52.17
2021-09-30 $36k 805 44.72
2021-06-30 $18k 400 45.00
2021-03-31 $16k 400 40.00
2020-12-31 $15k 400 37.50

More positions owned by Clear Perspectives Financial Planning

Procter & Gamble Company (PG)
Vanguard High Div Yld Etf High Div Yld Etf (VYM)
Invesco Exchange Traded Fd Tr S&p500 Eql Wgt Etf S&p500 Eql Wgt Etf (RSP)
Vanguard Value Etf Value Etf (VTV)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Ishares Trust Ishares 0-3 Month Treasury Ishares 0-3 Month Treasury Etf (SGOV)
Vanguard Div App Etf Div App Etf (VIG)
Vanguard 500 Val Idx Fd Etf 500 Val Idx Fd Etf (VOOV)
Vanguard Star Fd Tl Intl Stk F Etf Star Fd Tl Intl Stk F Etf (VXUS)
Vanguard Ftse Developed Mkts Etf Ftse Developed Mkts Etf (VEA)
Spdr Series Trust S&p Divid Etf S&p Divid Etf (SDY)
Ishares Trust Select Divid Etf Select Divid Etf (DVY)
Vanguard Mega Grwth Ind Etf Mega Grwth Ind Etf (MGK)
Vanguard Mega Cap Val Etf Mega Cap Val Etf (MGV)
Ishares Trust Global 100 Etf Global 100 Etf (IOO)

View all positions for Clear Perspectives Financial Planning

Top funds holding Real Estate Select Sect Spdr

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

View all funds holding Real Estate Select Sect Spdr