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Real Estate Select Sect Spdr shares owned by SageView Advisory Group

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

Historical chart of SageView 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 SageView 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 SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $522k 14k 38.41
2023-09-30 $1.5M 45k 34.07
2023-06-30 $1.7M 45k 37.69
2023-03-31 $1.5M 41k 37.38
2022-12-31 $1.9M 50k 36.93

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Ishares Tr Core Us Aggbd Et (AGG)
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Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Core Intl Aggr (IAGG)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Ishares Tr Global Reit Etf (REET)
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Microsoft Corporation (MSFT)
Ishares Tr National Mun Etf (MUB)
Spdr Series Trust Portfli High Yld (SPHY)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for SageView Advisory Group

Top funds holding Real Estate Select Sect Spdr

Creative Planning
Phoenix Holdings
LPL Financial
Wells Fargo & Company
Cassaday & Co Wealth Management
Bnp Paribas Arbitrage, Snc
Ameriprise Financial
Goldman Sachs Group
Royal Bank of Canada
UBS Group
Harel Insurance Investments & Financial Services
Moss Adams Wealth Advisors
Capital Investment Advisors
Jane Street
Baird Financial

View all funds holding Real Estate Select Sect Spdr