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Real Estate Select Sect Spdr shares owned by LongView Wealth Management

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

Historical chart of LongView Wealth Management 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 LongView Wealth Management 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 LongView Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $578k 15k 39.53
2023-12-31 $724k 18k 39.55

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Schwab Strategic Tr Us Dividend Eq (SCHD)
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Vanguard Index Fds Growth Etf (VUG)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
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Invesco Qqq Tr Unit Ser 1 (QQQ)
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Ishares Tr Msci Intl Qualty (IQLT)

View all positions for LongView Wealth Management

Top funds holding Real Estate Select Sect Spdr

Creative Planning
Bank of America Corporation
Morgan Stanley
LPL Financial
Harel Insurance Investments & Financial Services
Cassaday & Co Wealth Management
Phoenix Holdings
Caisse de depot et placement du Quebec
Wells Fargo & Company
Bnp Paribas Arbitrage, Snc
Migdal Insurance & Financial Holdings
Envestnet Asset Management
Ameriprise Financial
UBS Group
Baird Financial

View all funds holding Real Estate Select Sect Spdr