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Real Estate Select Sect Spdr shares owned by Vertex Planning Partners

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

Historical chart of Vertex Planning Partners 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 Vertex Planning Partners 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 Vertex Planning Partners

Quarter filed Position value Share count Share price at filing
2023-09-30 $245k 7.2k 34.07
2023-06-30 $419k 11k 37.69
2023-03-31 $387k 10k 37.38
2022-12-31 $630k 17k 36.93

More positions owned by Vertex Planning Partners

Wisdomtree Tr Floatng Rat Trea (USFR)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Wisdomtree Tr Itl High Div Fd (DTH)
Wisdomtree Tr Us Total Dividnd (DTD)
Ishares Tr TRS FLT RT BD (TFLO)
Select Sector Spdr Tr Technology (XLK)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF)
Ishares Msci Emrg Chn (EMXC)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)

View all positions for Vertex Planning Partners

Top funds holding Real Estate Select Sect Spdr

Creative Planning
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Cassaday & Co Wealth Management
Caisse de depot et placement du Quebec
Phoenix 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