FundX Investment Group’s State Street SPDR S&P Retail ETF XRT Stock Holding History

FundX Investment Group’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
2021 Q4	$3.85M	Sell	42,656 -21,739	-34%	-$2.05M	0.94%	19
2021 Q3	$5.82M	Sell	64,395 -1,677	-3%	-$159K	2.75%	9
2021 Q2	$24M	Buy	+66,072	New	+$6.17M	2.49%	4
2018 Q4	–	Sell	-5,852	Closed	-$299K	–	58
2018 Q3	$299K	Buy	+5,852	New	+$297K	0.16%	32

Other funds holding XRT

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FundX Investment Group's XRT Position: Q4 2021 in Review

FundX Investment Group reduced its State Street SPDR S&P Retail ETF (XRT) stake by 34% in Q4 2021, selling an estimated $2.05M and leaving 42,656 shares worth $3.85M. The position accounts for 0.94% of the portfolio, ranked #19.

FundX Investment Group first reported a position in XRT in Q3 2018 and has held it in 4 quarters since. The position peaked at $24M in Q2 2021. 149 funds tracked by Wall St. Rank hold XRT as of Q4 2021.

FundX Investment Group held 42,656 shares of State Street SPDR S&P Retail ETF worth $3.85M as of Q4 2021.
FundX Investment Group sold 21,739 State Street SPDR S&P Retail ETF shares in Q4 2021, an estimated $2.05M.
State Street SPDR S&P Retail ETF made up 0.94% of FundX Investment Group's portfolio in Q4 2021, its #19 holding.
FundX Investment Group first reported a position in State Street SPDR S&P Retail ETF in Q3 2018 and has held it in 4 quarters since.
FundX Investment Group's State Street SPDR S&P Retail ETF position peaked at $24M in Q2 2021.
149 funds tracked by Wall St. Rank held State Street SPDR S&P Retail ETF as of Q4 2021.

Based on FundX Investment Group's 13F filing for Q4 2021, filed 26 Jan 2022.