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Real Estate Select Sect Spdr shares owned by Evernest Financial Advisors

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

Historical chart of Evernest Financial 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 Evernest Financial Advisors 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 Evernest Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $268k 6.4k 42.13
2025-06-30 $262k 6.3k 41.42
2025-03-31 $217k 5.2k 41.85

More positions owned by Evernest Financial Advisors

World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Fidelity Covington Trust Fundamental Smal (FFSM)
Capital Group International SHS (CGIE)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Fidelity Covington Trust Enhanced Intl (FENI)
Capitol Ser Tr Fairlead Tactica (TACK)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Series Trust Portfolio S&p600 (SPSM)
Capital Group Conservative E SHS (CGCV)

View all positions for Evernest Financial Advisors

Top funds holding Real Estate Select Sect Spdr

Creative Planning
Morgan Stanley
Phoenix Holdings
LPL Financial
Wells Fargo & Company
Cassaday & Co Wealth Management
Bnp Paribas Arbitrage, Snc
Ameriprise Financial
Goldman Sachs Group
UBS Group
Royal Bank of Canada
Harel Insurance Investments & Financial Services
Moss Adams Wealth Advisors
Capital Investment Advisors
Jane Street

View all funds holding Real Estate Select Sect Spdr