Real Estate Select Sect Spdr shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of Real Estate Select Sect Spdr (XLRE) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in Real Estate Select Sect Spdr
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Quarterly reported holdings in Real Estate Select Sect Spdr by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $755k | 18k | 42.13 |
| 2025-06-30 | $742k | 18k | 41.42 |
| 2025-03-31 | $750k | 18k | 41.85 |
| 2024-12-31 | $729k | 18k | 40.67 |
| 2024-09-30 | $737k | 17k | 44.67 |
| 2024-06-30 | $634k | 17k | 38.41 |
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