AWM
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Accurate Wealth Management’s State Street SPDR S&P Retail ETF XRT Stock Holding History

Accurate Wealth Management’s Portfolio XRT Stock Details XRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-25
Closed -$1.6K – 1500
2022
Q4 		$1.6K Buy
+25
New +$1.55K ﹤0.01% 1252

Other funds holding XRT

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Accurate Wealth Management's XRT Position: Q1 2023 in Review

Accurate Wealth Management sold out of State Street SPDR S&P Retail ETF (XRT) in Q1 2023, closing a stake of 25 shares — an estimated $1.6K sold.

Accurate Wealth Management first reported a position in XRT in Q4 2022 and held it in 1 quarter. The position peaked at $1.6K in Q4 2022. 118 funds tracked by Wall St. Rank hold XRT as of Q1 2023.

  • Accurate Wealth Management reported no remaining State Street SPDR S&P Retail ETF position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 25 State Street SPDR S&P Retail ETF shares in Q1 2023, an estimated $1.6K.
  • Accurate Wealth Management first reported a position in State Street SPDR S&P Retail ETF in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's State Street SPDR S&P Retail ETF position peaked at $1.6K in Q4 2022.
  • 118 funds tracked by Wall St. Rank held State Street SPDR S&P Retail ETF as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.