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Real Estate Select Sect Spdr shares owned by Talisman Wealth Advisors

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

Historical chart of Talisman 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 Talisman 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 Talisman Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $294k 8.6k 34.07
2023-06-30 $269k 7.1k 37.69

More positions owned by Talisman Wealth Advisors

Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Johnson & Johnson (JNJ)
Ishares Tr Core S&p Scp Etf (IJR)
Automatic Data Processing (ADP)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Vanguard Specialized Funds Div App Etf (VIG)
Becton, Dickinson and (BDX)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Talisman Wealth Advisors

Top funds holding Real Estate Select Sect Spdr

Creative Planning
Bank of America Corporation
Harel Insurance Investments & Financial Services
Cassaday & Co Wealth Management
Caisse de depot et placement du Quebec
Phoenix Holdings
Migdal Insurance & Financial 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