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Real Estate Select Sect Spdr shares owned by Rooted Wealth Advisors

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

Historical chart of Rooted 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 Rooted 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 Rooted Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $271k 7.1k 38.35
2023-12-31 $246k 6.4k 38.16
2023-06-30 $1.5M 40k 38.18

More positions owned by Rooted Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Ishares Tr Core Msci Total (IXUS)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core Div Grwth (DGRO)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Rooted Wealth Advisors

Top funds holding Real Estate Select Sect Spdr

Creative Planning
Bank of America Corporation
Migdal Insurance & Financial Holdings
Harel Insurance Investments & Financial Services
Cassaday & Co Wealth Management
Caisse de depot et placement du Quebec
Phoenix Holdings
Wells Fargo & Company
WCG Wealth Advisors
UBS Group
Baird Financial
Capital Investment Advisors
Bnp Paribas Arbitrage, Snc
Mivtachim The Workers Social Insurance Fund
ALPS Advisors

View all funds holding Real Estate Select Sect Spdr