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Real Estate Select Sect Spdr shares owned by Waterway Wealth Management

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

Historical chart of Waterway Wealth 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 Waterway Wealth 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 Waterway Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $418k 11k 39.53
2023-12-31 $407k 10k 40.06

More positions owned by Waterway Wealth Management

Wisdomtree Large Cap Dividend Etf (DLN)
Ishares Msci Eafe Etf Etf (EFA)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Ishares S&p Smallcap 600 Etf Etf (IJR)
DFA Dimensional US Small Cap Value ETF Etf (DFSV)
Fidelity Msci Health Care Index Etf Etf (FHLC)
Ishares Russell 1000 Growth Etf Etf (IWF)
Nvidia Corporation Stock (NVDA)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Tax-exempt Bond Etf Etf (VTEB)
Financial Select Sector Spdr Etf (XLF)
Microsoft Stock (MSFT)
Exxon Mobil Corp Stock (XOM)

View all positions for Waterway Wealth Management

Top funds holding Real Estate Select Sect Spdr

Creative Planning
Bank of America Corporation
Morgan Stanley
LPL Financial
Harel Insurance Investments & Financial Services
Cassaday & Co Wealth Management
Phoenix Holdings
Caisse de depot et placement du Quebec
Wells Fargo & Company
Bnp Paribas Arbitrage, Snc
Migdal Insurance & Financial Holdings
Envestnet Asset Management
Ameriprise Financial
UBS Group
Baird Financial

View all funds holding Real Estate Select Sect Spdr