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

Global Retirement Partners’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	$13.4K	Buy	+153	New	+$12.9K	﹤0.01%	3263
2023 Q4	–	Sell	-140	Closed	-$8.32K	–	3485
2023 Q3	$8.32K	Hold	140	–	–	﹤0.01%	2024
2023 Q2	$8.93K	Hold	140	–	–	﹤0.01%	2003
2023 Q1	$8.45K	Buy	+140	New	+$9.2K	﹤0.01%	1983
2021 Q1	–	Sell	-249	Closed	-$16K	–	1917
2020 Q4	$16K	Buy	+249	New	+$14.3K	﹤0.01%	1124
2019 Q2	–	Sell	-51	Closed	-$2K	–	1724
2019 Q1	$2K	Sell	51 -2,154	-98%	-$95.7K	﹤0.01%	1414
2018 Q4	$90K	Sell	2,205 -81	-4%	-$3.71K	0.02%	400
2018 Q3	$117K	Buy	2,286 +2,235	+4,382%	+$113K	0.03%	372
2018 Q2	$2K	Sell	51 -40	-44%	-$1.87K	﹤0.01%	1416
2018 Q1	$4K	Sell	91 -48	-35%	-$2.2K	﹤0.01%	1229
2017 Q4	$6K	Sell	139 -237	-63%	-$9.96K	﹤0.01%	1082
2017 Q3	$16K	Buy	376 +1	+0.3%	+$40	0.01%	712
2017 Q2	$15K	Buy	375 +1	+0.3%	+$42	0.01%	684
2017 Q1	$16K	Buy	374 +1	+0.3%	+$43	0.01%	618
2016 Q4	$16K	Buy	+373	New	+$16.6K	0.01%	576

Other funds holding XRT

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

Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

MASUI

MIRAE ASSET SECURITIES (USA) INC. New York $3.58B AUM 45.67% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

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

SAG

Susquehanna Advisors Group Bala Cynwyd, Pennsylvania $5.75B AUM 39.93% 1-Year Est. Return

Global Retirement Partners's XRT Position: Q2 2026 in Review

Global Retirement Partners opened a new position in State Street SPDR S&P Retail ETF (XRT) in Q2 2026: 153 shares worth $13.4K. The stake represents ﹤0.01% of the portfolio and ranks #3263 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in XRT as recently as Q3 2023.

Global Retirement Partners first reported a position in XRT in Q4 2016 and has held it in 15 quarters since. The position peaked at $117K in Q3 2018. 138 funds tracked by Wall St. Rank hold XRT as of Q2 2026.

Global Retirement Partners held 153 shares of State Street SPDR S&P Retail ETF worth $13.4K as of Q2 2026.
State Street SPDR S&P Retail ETF was a new Global Retirement Partners position in Q2 2026.
State Street SPDR S&P Retail ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3263 holding.
Global Retirement Partners first reported a position in State Street SPDR S&P Retail ETF in Q4 2016 and has held it in 15 quarters since.
Global Retirement Partners's State Street SPDR S&P Retail ETF position peaked at $117K in Q3 2018.
138 funds tracked by Wall St. Rank held State Street SPDR S&P Retail ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.