Real Estate Select Sect Spdr shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Real Estate Select Sect Spdr (XLRE) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors 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 EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Real Estate Select Sect Spdr by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.1M | 52k | 40.06 |
| 2023-09-30 | $2.1M | 62k | 34.07 |
| 2023-06-30 | $1.7M | 60 | 28078.42 |
| 2023-03-31 | $33M | 444k | 74.71 |
| 2022-12-31 | $495k | 13k | 36.93 |
| 2022-06-30 | $103k | 2.5k | 40.97 |
| 2022-03-31 | $291k | 6.0k | 48.28 |
| 2020-12-31 | $161k | 4.4k | 36.57 |