Real Estate Select Sect Spdr shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of Real Estate Select Sect Spdr (XLRE) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners investment in Real Estate Select Sect Spdr
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Quarterly reported holdings in Real Estate Select Sect Spdr by Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $305k | 7.7k | 39.53 |
| 2023-12-31 | $372k | 9.3k | 40.06 |
| 2023-09-30 | $542k | 16k | 34.07 |
| 2023-06-30 | $744k | 20k | 37.69 |
| 2023-03-31 | $485k | 13k | 37.38 |
| 2022-12-31 | $445k | 12k | 36.93 |
| 2022-06-30 | $9.0k | 230 | 39.13 |
| 2021-12-31 | $4.0k | 72 | 55.56 |