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Real Estate Select Sect Spdr shares owned by Liberty Square Wealth Partners

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

Historical chart of Liberty Square Wealth Partners 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 Liberty Square Wealth Partners 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 Liberty Square Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $686k 16k 42.13
2025-06-30 $681k 16k 41.42
2025-03-31 $689k 17k 41.85
2024-12-31 $708k 17k 42.06

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Schwab Strategic Tr Us Dividend Eq (SCHD)
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Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Fundamental Us S (FNDA)
Trust For Professional Man Convergence Lng (CLSE)

View all positions for Liberty Square Wealth Partners

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