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Real Estate Select Sect Spdr shares owned by Oakmont Advisory Group

Quarter-by-quarter ownership of Real Estate Select Sect Spdr (XLRE) shares owned by Oakmont Advisory Group from 13F filings

Historical chart of Oakmont Advisory Group 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 Oakmont Advisory Group 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 Oakmont Advisory Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $700k 16k 44.03
2025-12-31 $716k 18k 40.35

More positions owned by Oakmont Advisory Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Ultra Short Dur (ICSH)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Series Trust State Street Spd (CWB)
Vanguard Bd Index Fds Intermed Term (BIV)
Spdr Series Trust State Street Spd (JNK)

View all positions for Oakmont Advisory Group

Top funds holding Real Estate Select Sect Spdr

Creative Planning
Morgan Stanley
Bank of America Corporation
LPL Financial
Cassaday & Co Wealth Management
American Family Investments
UBS Group
Bnp Paribas Arbitrage, Snc
Vanderbilt University
Wells Fargo & Company
Capital Investment Advisors
Moss Adams Wealth Advisors
Cetera Investment Advisers
Raymond James Financial
Baird Financial

View all funds holding Real Estate Select Sect Spdr