Gimbal Financial’s State Street SPDR S&P Retail ETF XRT Stock Holding History

Gimbal Financial’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
2026 Q2	$11.4M	Buy	+130,301	New	+$11M	7.03%	5

Other funds holding XRT

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

Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

WGS

Washington Growth Strategies Washington, District of Columbia $180M AUM 31.73% 1-Year Est. Return

IFWM

Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Gimbal Financial's XRT Position: Q2 2026 in Review

Gimbal Financial opened a new position in State Street SPDR S&P Retail ETF (XRT) in Q2 2026: 130,301 shares worth $11.4M. The stake represents 7.03% of the portfolio and ranks #5 among its holdings.

41 funds tracked by Wall St. Rank hold XRT as of Q2 2026.

Gimbal Financial held 130,301 shares of State Street SPDR S&P Retail ETF worth $11.4M as of Q2 2026.
State Street SPDR S&P Retail ETF was a new Gimbal Financial position in Q2 2026.
State Street SPDR S&P Retail ETF made up 7.03% of Gimbal Financial's portfolio in Q2 2026, its #5 holding.
41 funds tracked by Wall St. Rank held State Street SPDR S&P Retail ETF as of Q2 2026.

Based on Gimbal Financial's 13F filing for Q2 2026, filed 4 Aug 2026.