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TrinityPoint Wealth’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

TrinityPoint Wealth’s Portfolio XLRE Stock Details XLRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-20,155
Closed -$900K – 355
2024
Q3 		$900K Buy
+20,155
New +$849K 0.13% 159

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

TrinityPoint Wealth's XLRE Position: Q4 2024 in Review

TrinityPoint Wealth sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2024, closing a stake of 20,155 shares — an estimated $900K sold.

TrinityPoint Wealth first reported a position in XLRE in Q3 2024 and held it in 1 quarter. The position peaked at $900K in Q3 2024. 763 funds tracked by Wall St. Rank hold XLRE as of Q4 2024.

  • TrinityPoint Wealth reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
  • TrinityPoint Wealth sold 20,155 State Street Real Estate Select Sector SPDR ETF shares in Q4 2024, an estimated $900K.
  • TrinityPoint Wealth first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2024 and held it in 1 quarter.
  • TrinityPoint Wealth's State Street Real Estate Select Sector SPDR ETF position peaked at $900K in Q3 2024.
  • 763 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.