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Real Estate Select Sect Spdr shares owned by Primoris Wealth Advisors

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

Historical chart of Primoris Wealth Advisors 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 Primoris Wealth Advisors 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 Primoris Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.7M 38k 44.67
2022-06-30 $296k 7.3k 40.83

More positions owned by Primoris Wealth Advisors

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Apple (AAPL)
Lockheed Martin Corporation (LMT)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Meta Platforms Cl A (META)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Msci India Sm Cp (SMIN)
Nextera Energy (NEE)
Alphabet Cap Stk Cl C (GOOG)
Fidelity Covington Trust Msci Utils Index (FUTY)
Lam Research Corporation (LRCX)

View all positions for Primoris Wealth Advisors

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