Triangle Securities Wealth Management Select Sector Spdr Tr Real Est Transaction History
Triangle Securities Wealth Management
- $380 Million
- Q2 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 100,260 shares of XLRE stock, worth $4.17 Million. This represents 1.09% of its overall portfolio holdings.
Number of Shares
100,260
Previous 50,097
100.13%
Holding current value
$4.17 Million
Previous $2.07 Million
100.19%
% of portfolio
1.09%
Previous 0.56%
Shares
5 transactions
Others Institutions Holding XLRE
# of Institutions
845Shares Held
151MCall Options Held
648KPut Options Held
2.82M-
Creative Planning Overland Park, KS34.5MShares$1.43 Billion1.36% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$793 Million0.07% of portfolio
-
Auto Owners Insurance CO Lansing, MI13.4MShares$555 Million4.28% of portfolio
-
Morgan Stanley New York, NY6.83MShares$284 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA4.03MShares$167 Million0.04% of portfolio