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Real Estate Select Sect Spdr shares owned by LifeGoal Wealth Advisors

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

Historical chart of LifeGoal 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 LifeGoal Wealth 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 LifeGoal Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.6M 38k 41.06

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Vanguard Bd Index Fds Total Bnd Mrkt (BND)
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View all positions for LifeGoal Wealth Advisors

Top funds holding Real Estate Select Sect Spdr

Creative Planning
Morgan Stanley
Bank of America Corporation
LPL Financial
Wells Fargo & Company
Cassaday & Co Wealth Management
Two Sigma Investments
UBS Group
Capital Investment Advisors
Moss Adams Wealth Advisors
Ameriprise Financial
ALPS Advisors
Cetera Investment Advisers
Baird Financial
Raymond James Financial

View all funds holding Real Estate Select Sect Spdr