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Real Estate Select Sect Spdr shares owned by Warren Averett Asset Management

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

Historical chart of Warren Averett Asset 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 Warren Averett Asset 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 Warren Averett Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.3M 79k 42.13
2025-06-30 $823k 20k 41.42
2025-03-31 $3.6M 86k 41.85
2024-03-31 $69k 1.7k 39.53

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Ishares Tr Rus 1000 Etf (IWB)
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J P Morgan Exchange Traded F Income Etf (JPIE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Warren Averett Asset Management

Top funds holding Real Estate Select Sect Spdr

Creative Planning
Phoenix Holdings
LPL Financial
Wells Fargo & Company
Cassaday & Co Wealth Management
Bnp Paribas Arbitrage, Snc
Ameriprise Financial
Goldman Sachs Group
UBS Group
Royal Bank of Canada
Harel Insurance Investments & Financial Services
Moss Adams Wealth Advisors
Capital Investment Advisors
Jane Street
Baird Financial

View all funds holding Real Estate Select Sect Spdr