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Real Estate Select Sect Spdr shares owned by Modern Wealth Management

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

Historical chart of Modern 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 Modern 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 Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $313k 7.0k 44.67
2024-03-31 $265k 7.0k 37.81

More positions owned by Modern Wealth Management

Ishares Tr 0-5 Yr Tips Etf (STIP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Wisdomtree Tr Intrst Rate Hdge (AGZD)
T Rowe Price Etf Cap Appreciation (TCAF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Modern Wealth Management

Top funds holding Real Estate Select Sect Spdr

Creative Planning
Bank of America Corporation
Morgan Stanley
LPL Financial
Bnp Paribas Arbitrage, Snc
Cassaday & Co Wealth Management
Harel Insurance Investments & Financial Services
Envestnet Asset Management
Meitav Dash Investments
Phoenix Holdings
Jane Street
Susquehanna International
Raymond James & Associates
Wells Fargo & Company
Migdal Insurance & Financial Holdings

View all funds holding Real Estate Select Sect Spdr