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Real Estate Select Sect Spdr shares owned by Novak Financial Planning

Quarter-by-quarter ownership of Real Estate Select Sect Spdr (XLRE) shares owned by Novak Financial Planning from 13F filings

Historical chart of Novak Financial Planning 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 Novak Financial Planning 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 Novak Financial Planning

Quarter filed Position value Share count Share price at filing
2021-06-30 $2.8M 64k 44.34
2021-03-31 $2.4M 60k 39.49
2020-12-31 $1.7M 48k 36.56

More positions owned by Novak Financial Planning

Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Blackrock Ultra (ICSH)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Ser Tr S&p Divid Etf (SDY)
Vanguard Index Fds Growth Etf (VUG)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Novak Financial Planning

Top funds holding Real Estate Select Sect Spdr

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

View all funds holding Real Estate Select Sect Spdr