GI
XRT icon

Gradient Investments’s State Street SPDR S&P Retail ETF XRT Stock Holding History

Gradient Investments’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
2024
Q1 		– Sell
-4
Closed -$297 – 1869
2023
Q4 		$297 Hold
4
– – ﹤0.01% 1668
2023
Q3 		$248 Hold
4
– – ﹤0.01% 1654
2023
Q2 		$260 Hold
4
– – ﹤0.01% 1614
2023
Q1 		$257 Hold
4
– – ﹤0.01% 1351
2022
Q4 		$244 Buy
+4
New +$248 ﹤0.01% 1359
2017
Q2 		– Sell
-326
Closed -$14K – 928
2017
Q1 		$14K Buy
+326
New +$14K ﹤0.01% 466
2015
Q3 		– Sell
-22
Closed -$1K – 695
2015
Q2 		$1K Buy
+22
New +$1.09K ﹤0.01% 595

Other funds holding XRT

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return