XLRE — SELECT SECTOR SPDR TR

Ownership history in TrinityPoint Wealth, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which TrinityPoint Wealth, LLC reported a position in SELECT SECTOR SPDR TR (XLRE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.13% (2024 Q3)
Avg. % of fund
0.13%
First filed
2024 Q3
Last filed
2024 Q3
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 INITIATED 20,155 — — 0.13% $900K $42.72
% of Fund (quarterly)    XLRE price (monthly, adj. close)

Other funds also holding XLRE

As of 2025 Q4 — sorted by position size

Algorithmic Investment Models, LLC 3Y 5.83% CTC Alternative Strategies, Ltd. 3Y 7Y 5.3% Moss Adams Wealth Advisors LLC 4.44% CAPITAL WEALTH MANAGEMENT, LLC 3Y 7Y 3.99% Solano Wealth Investment Advisors LLC 3.62% Warwick Investment Management, Inc. 3Y 2.84% Cassaday & Co Wealth Management LLC 3Y 2.78% StrongBox Wealth, LLC 3Y 2.63% Aspect Partners, LLC 2.46% CAP Partners, LLC 2.23%
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