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Real Estate Select Sect Spdr shares owned by Tandem Wealth Advisors

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

Historical chart of Tandem 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 Tandem 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 Tandem Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $296k 6.6k 44.67
2024-06-30 $254k 6.6k 38.41
2024-03-31 $261k 6.6k 39.53
2023-12-31 $265k 6.6k 40.06
2023-09-30 $225k 6.6k 34.07

More positions owned by Tandem Wealth Advisors

Ishares Aggregate Bond Etf Etf (AGG)
S & P Mid Cap 400 Dep Rcpts Mid Cap Etf (MDY)
Ishares Msci Eafe Etf Etf (EFA)
Ishares Mbs Etf Etf (MBB)
Ishares Core Dividend Growth Etf Etf (DGRO)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Spdr S&p 500 Etf Etf (SPY)
Guggenheim Etf Trust S&p 500 Equal Weight Etf (RSP)
Powershares Qqq Tr Etf (QQQ)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Vanguard Information Technology Etf (VGT)
Ishares Msci Emerging Markets Etf Etf (EEM)
Vanguard Total Stk Mkt Etf (VTI)
Health Care Select Sector Spdr Etf (XLV)
Vanguard Total Bond Market Etf Etf (BND)

View all positions for Tandem Wealth Advisors

Top funds holding Real Estate Select Sect Spdr

Creative Planning
Bank of America Corporation
Morgan Stanley
LPL Financial
Bnp Paribas Arbitrage, Snc
Cassaday & Co Wealth Management
Harel Insurance Investments & Financial Services
Envestnet Asset Management
Meitav Dash Investments
Phoenix Holdings
Jane Street
Susquehanna International
Raymond James & Associates
Wells Fargo & Company
Migdal Insurance & Financial Holdings

View all funds holding Real Estate Select Sect Spdr