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

Golden State 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
2026 Q2	$33.8K	Hold	385	–	–	﹤0.01%	821
2026 Q1	$31K	Sell	385 -8	-2%	-$686	﹤0.01%	808
2025 Q4	$33.6K	Sell	393 -8	-2%	-$672	﹤0.01%	788
2025 Q3	$34.6K	Sell	401 -58	-13%	-$4.83K	﹤0.01%	769
2025 Q2	$35.4K	Sell	459 -64	-12%	-$4.64K	﹤0.01%	719
2025 Q1	$36.2K	Buy	523 +1	+0.2%	+$76	0.01%	661
2024 Q4	$41.6K	Buy	+522	New	+$41.3K	0.01%	612

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

Golden State Wealth Management's XRT Position: Q2 2026 in Review

Golden State Wealth Management held its State Street SPDR S&P Retail ETF (XRT) position steady in Q2 2026 at 385 shares worth $33.8K. The position accounts for ﹤0.01% of the portfolio, ranked #821.

Golden State Wealth Management first reported a position in XRT in Q4 2024 and has held it in 7 quarters since. The position peaked at $41.6K in Q4 2024. 139 funds tracked by Wall St. Rank hold XRT as of Q2 2026.

Golden State Wealth Management held 385 shares of State Street SPDR S&P Retail ETF worth $33.8K as of Q2 2026.
Golden State Wealth Management left its State Street SPDR S&P Retail ETF share count unchanged in Q2 2026.
State Street SPDR S&P Retail ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #821 holding.
Golden State Wealth Management first reported a position in State Street SPDR S&P Retail ETF in Q4 2024 and has held it in 7 quarters since.
Golden State Wealth Management's State Street SPDR S&P Retail ETF position peaked at $41.6K in Q4 2024.
139 funds tracked by Wall St. Rank held State Street SPDR S&P Retail ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.