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Real Estate Select Sect Spdr shares owned by Sequent Planning

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

Historical chart of Sequent 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 Sequent 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 Sequent Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $407k 10k 40.35
2025-09-30 $324k 7.7k 42.13

More positions owned by Sequent Planning

Ishares Tr Core Us Aggbd Et (AGG)
Franklin Templeton Etf Tr Us Equity Index (USPX)
Franklin Templeton Etf Tr Us Core Bond Etf (FLCB)
First Tr Exchng Traded Fd Vi Ft Vest U.s (XOCT)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)
Select Sector Spdr Tr State Street Tec (XLK)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT)
Spdr Gold Tr Gold Shs (GLD)
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCOC)
Legg Mason Etf Invt Franklin Us Low (LVHD)
Amazon (AMZN)
Franklin Templeton Etf Tr Us Treasury Bond (FLGV)
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)
Ishares Core Msci Emkt (IEMG)

View all positions for Sequent Planning

Top funds holding Real Estate Select Sect Spdr

Creative Planning
LPL Financial
Wells Fargo & Company
Cassaday & Co Wealth Management
Ameriprise Financial
Royal Bank of Canada
Goldman Sachs Group
UBS Group
Moss Adams Wealth Advisors
Capital Investment Advisors
Jane Street
ALPS Advisors
Baird Financial
Cetera Investment Advisers
Raymond James Financial

View all funds holding Real Estate Select Sect Spdr