Triangle Securities Wealth Management Select Sector Spdr Tr Real Est Transaction History
Triangle Securities Wealth Management
- $412 Million
- Q3 2025
A detailed history of Triangle Securities Wealth Management transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Triangle Securities Wealth Management holds 53,985 shares of XLRE stock, worth $2.25 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
53,985
Previous 100,260
46.15%
Holding current value
$2.25 Million
Previous $4.15 Million
45.23%
% of portfolio
0.55%
Previous 1.09%
Shares
6 transactions
Others Institutions Holding XLRE
# of Institutions
829Shares Held
142MCall Options Held
489KPut Options Held
2.05M-
Creative Planning Overland Park, KS37.4MShares$1.56 Billion1.33% of portfolio
-
Bank Of America Corp Charlotte, NC19MShares$792 Million0.06% of portfolio
-
Morgan Stanley New York, NY6.63MShares$277 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.22MShares$176 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA3.66MShares$153 Million0.03% of portfolio