Edgestream Partners’s State Street SPDR S&P Retail ETF XRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$266K Buy
2024
Q3
Sell
2024
Q2
$279K Buy
2024
Q1
$230K Sell
2023
Q4
$383K Buy
2023
Q3
Sell
2023
Q2
$371K Buy
2021
Q1
Sell
2020
Q4
$6.68M Sell
2020
Q3
$5.54M Buy
2015
Q3
Sell
2015
Q2
$1.78M Buy
2015
Q1
$408K Buy
2014
Q3
Sell
2014
Q2
$244K Sell
2014
Q1
$1.93M Sell
2013
Q4
$2.97M Buy