TrinityPoint Wealth »

Real Estate Select Sect Spdr shares owned by TrinityPoint Wealth

Quarter-by-quarter ownership of Real Estate Select Sect Spdr (XLRE) shares owned by TrinityPoint Wealth from 13F filings

Historical chart of TrinityPoint Wealth investment in Real Estate Select Sect Spdr

Tip: Access up to 7 years of quarterly data

All positions including Real Estate Select Sect Spdr held by TrinityPoint Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Real Estate Select Sect Spdr by TrinityPoint Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $900k 20k 44.67

More positions owned by TrinityPoint Wealth

Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Abbvie (ABBV)
Alphabet Cap Stk Cl A (GOOGL)
Select Sector Spdr Tr Technology (XLK)
Honeywell International (HON)
JPMorgan Chase & Co. (JPM)
Ishares Tr Sp Smcp600vl Etf (IJS)
Select Sector Spdr Tr Financial (XLF)

View all positions for TrinityPoint Wealth

Top funds holding Real Estate Select Sect Spdr

Creative Planning
Bank of America Corporation
Morgan Stanley
LPL Financial
Wells Fargo & Company
Cassaday & Co Wealth Management
Phoenix Holdings
Jane Street
Bnp Paribas Arbitrage, Snc
Meitav Dash Investments
Harel Insurance Investments & Financial Services
Raymond James & Associates
Raymond James Financial
Baird Financial
Citadel Advisors

View all funds holding Real Estate Select Sect Spdr