Ownership history in TrinityPoint Wealth, LLC · 25 quarters on record
This page tracks every 13F SEC filing in which TrinityPoint Wealth, LLC reported a position in SELECT SECTOR SPDR TR (XLF). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2024 Q4 | ADDED | 172,066 | +43,026 | +33.3% | 1.17% | $8.3M | $47.67 |
| 2024 Q3 | ADDED | 129,040 | +41,159 | +46.8% | 0.84% | $5.8M | $44.51 |
| 2024 Q2 | ADDED | 87,881 | +19,404 | +28.3% | 0.56% | $3.6M | $40.23 |
| 2024 Q1 | ADDED | 68,477 | +57,704 | +535.6% | 0.48% | $2.9M | $41.05 |
| 2023 Q4 | ADDED | 10,773 | +159 | +1.5% | 0.07% | $405K | $36.51 |
| 2023 Q3 | ADDED | 10,614 | +2,582 | +32.1% | 0.07% | $352K | $32.05 |
| 2023 Q2 | ADDED | 8,032 | +320 | +4.1% | 0.05% | $271K | $32.43 |
| 2023 Q1 | ADDED | 7,712 | +597 | +8.4% | 0.05% | $248K | $30.79 |
| 2022 Q4 | REDUCED | 7,115 | -97 | -1.3% | 0.06% | $243K | $32.59 |
| 2022 Q3 | REDUCED | 7,212 | -85,504 | -92.2% | 0.05% | $219K | $28.75 |
As of 2025 Q4 — sorted by position size