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 $2.21 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
53,985
Previous 100,260
46.15%
Holding current value
$2.21 Million
Previous $4.15 Million
45.23%
% of portfolio
0.55%
Previous 1.09%
Shares
6 transactions
Others Institutions Holding XLRE
# of Institutions
843Shares Held
152MCall Options Held
490KPut Options Held
2.31M-
Creative Planning Overland Park, KS40.7MShares$1.67 Billion1.33% of portfolio
-
Bank Of America Corp Charlotte, NC18.8MShares$770 Million0.06% of portfolio
-
Morgan Stanley New York, NY6.67MShares$273 Million0.02% of portfolio
-
Phoenix Holdings Ltd. Givatayim, L34.7MShares$192 Million2.49% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.18MShares$171 Million0.06% of portfolio