Real Estate Select Sect Spdr shares owned by KWB Wealth
Quarter-by-quarter ownership of Real Estate Select Sect Spdr (XLRE) shares owned by KWB Wealth
from 13F filings
Historical chart of KWB Wealth investment in Real Estate Select Sect Spdr
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Quarterly reported holdings in Real Estate Select Sect Spdr by KWB Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $303k | 7.9k | 38.41 |
| 2024-06-30 | $313k | 7.9k | 39.53 |
| 2024-03-31 | $313k | 7.9k | 39.53 |
| 2023-12-31 | $326k | 8.1k | 40.06 |
| 2023-09-30 | $1.7M | 44k | 37.69 |
| 2023-06-30 | $1.7M | 45k | 37.69 |
| 2023-03-31 | $3.0M | 81k | 36.93 |
| 2022-12-31 | $3.0M | 81k | 36.93 |
| 2022-09-30 | $3.4M | 94k | 36.01 |
| 2022-06-30 | $3.7M | 92k | 40.86 |
| 2022-03-31 | $4.9M | 95k | 51.81 |
| 2021-12-31 | $4.9M | 95k | 51.81 |
| 2021-09-30 | $4.1M | 91k | 44.45 |
| 2021-06-30 | $3.0M | 76k | 39.49 |
| 2021-03-31 | $3.0M | 76k | 39.49 |
| 2020-12-31 | $2.1M | 59k | 36.55 |