Vestwell Advisors, LLC Select Sector Spdr Tr Real Est Transaction History

Vestwell Advisors, LLC

$280 Billion
Q3 2025

A detailed history of Vestwell Advisors, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Vestwell Advisors, LLC holds 40 shares of XLRE stock, worth $1,638. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$1,638

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Dec 05, 2025	BUY	$40.94 - $42.85 $1,637 - $1,714	40 New	40 $1.52 Million

Others Institutions Holding XLRE

# of Institutions

841

Shares Held

152M

Call Options Held

490K

Put Options Held

2.31M

Creative Planning Overland Park, KS

40.7M
Shares

$1.67 Billion
1.33% of portfolio
Bank Of America Corp Charlotte, NC

18.8M
Shares

$770 Million
0.06% of portfolio
Morgan Stanley New York, NY

6.67M
Shares

$273 Million
0.02% of portfolio
Phoenix Holdings Ltd. Givatayim, L3

4.7M
Shares

$192 Million
2.49% of portfolio
Lpl Financial LLC Fort Mill, SC

4.18M
Shares

$171 Million
0.06% of portfolio

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About SELECT SECTOR SPDR TR REAL EST

Ticker XLRE
Sector ETFs
Industry ETFs

More about XLRE

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Vestwell Advisors, LLC Select Sector Spdr Tr Real Est Transaction History