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Real Estate Select Sect Spdr shares owned by ValMark Advisers

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

Historical chart of ValMark Advisers 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 ValMark Advisers 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 ValMark Advisers

Quarter filed Position value Share count Share price at filing
2024-03-31 $263k 6.7k 39.53
2023-12-31 $253k 6.3k 40.06
2023-06-30 $203k 5.4k 37.69

More positions owned by ValMark Advisers

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Dbx Etf Tr Xtrack Usd High (HYLB)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Flexshares Tr Mornstar Upstr (GUNR)
Ishares Tr Global Reit Etf (REET)
Ishares Tr Usd Inv Grde Etf (USIG)

View all positions for ValMark Advisers

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
Bnp Paribas Arbitrage, Snc
Phoenix Holdings
Migdal Insurance & Financial Holdings
Wells Fargo & Company
WCG Wealth Advisors
UBS Group
Baird Financial
Capital Investment Advisors
Advisory Alpha
ALPS Advisors

View all funds holding Real Estate Select Sect Spdr