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Real Estate Select Sect Spdr shares owned by Vestwell Advisors

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

Historical chart of Vestwell 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 Vestwell 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 Vestwell Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5k 40 37.88

More positions owned by Vestwell Advisors

iShares Tr iShares Core S&P 500 ETF (Principal) (IVV)
iShares Tr iShares Core US Aggregate Bond ETF (Principal) (AGG)
Schwab Strategic Tr Schwab US Large-Cap Growth ETF (Principal) (SCHG)
Schwab Strategic Tr Schwab International Equity ETF (Principal) (SCHF)
Vanguard Index FDS Vanguard Value ETF (Principal) (VTV)
Vanguard Intl Equity Index F Vanguard FTSE Emerging Markets ETF (Principal) (VWO)
Schwab Strategic Tr Schwab US Broad Market ETF (Principal) (SCHB)
Vanguard Index FDS Vanguard Mid-Cap ETF (Principal) (VO)
iShares TR iShares Core International Aggt Bd ETF (Principal) (IAGG)
iShares Tr iShares Core S&P Small-Cap ETF (Principal) (IJR)
Vanguard Intl Equity Index F Vanguard Total World Stock ETF (Principal) (VT)
Schwab Strategic Tr Schwab US REIT ETF (Principal) (SCHH)
Vanguard Index FDS Vanguard Small-Cap Growth ETF (Principal) (VBK)
Vanguard Index FDS Vanguard Small-Cap Value ETF (Principal) (VBR)
iShares TR iShares Broad USD High Yield Corp Bd ETF (Principal) (USHY)

View all positions for Vestwell Advisors

Top funds holding Real Estate Select Sect Spdr

Creative Planning
Morgan Stanley
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

View all funds holding Real Estate Select Sect Spdr