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Real Estate Select Sect Spdr shares owned by Graetz Wealth

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

Historical chart of Graetz 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 Graetz 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 Graetz Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.6M 59k 44.03

More positions owned by Graetz Wealth

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Series Trust St Bloo High Etf (JNK)
Spdr Series Trust St Str Conv Etf (CWB)
Vanguard Specialized Funds Div App Etf (VIG)
Select Sector Spdr Tr St Str Indl Etf (XLI)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Select Sector Spdr Tr St Str Finl Etf (XLF)
Select Sector Spdr Tr St Str Mater Etf (XLB)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Graetz Wealth

Top funds holding Real Estate Select Sect Spdr

Creative Planning
Morgan Stanley
Bank of America Corporation
LPL Financial
Cassaday & Co Wealth Management
American Family Investments
UBS Group
Bnp Paribas Arbitrage, Snc
Vanderbilt University
Wells Fargo & Company
Capital Investment Advisors
Moss Adams Wealth Advisors
Cetera Investment Advisers
Raymond James Financial
Baird Financial

View all funds holding Real Estate Select Sect Spdr