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Real Estate Select Sect Spdr shares owned by Synergy Financial Management

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

Historical chart of Synergy Financial Management 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 Synergy Financial Management 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 Synergy Financial Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $387k 8.8k 44.03

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View all positions for Synergy Financial Management

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