Guardian Wealth Advisors (North Carolina)’s State Street SPDR S&P Retail ETF XRT Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	–	Sell	-415	Closed	-$33.4K	–	621
2026 Q1	$33.4K	Buy	+415	New	+$35.6K	﹤0.01%	464
2025 Q3	–	Sell	-463	Closed	-$35.7K	–	569
2025 Q2	$35.7K	Sell	463 -40	-8%	-$2.9K	﹤0.01%	422
2025 Q1	$34.8K	Sell	503 -34	-6%	-$2.57K	﹤0.01%	403
2024 Q4	$42.7K	Hold	537	–	–	﹤0.01%	371
2024 Q3	$41.7K	Sell	537 -20	-4%	-$1.51K	﹤0.01%	319
2024 Q2	$41.8K	Hold	557	–	–	﹤0.01%	307
2024 Q1	$44K	Sell	557 -40	-7%	-$2.92K	0.01%	326
2023 Q4	$43.2K	Sell	597 -50	-8%	-$3.18K	0.01%	313
2023 Q3	$39.4K	Hold	647	–	–	0.01%	310
2023 Q2	$41.2K	Buy	647 +28	+5%	+$1.72K	0.01%	296
2023 Q1	$39.3K	Sell	619 -62	-9%	-$4.08K	0.01%	285
2022 Q4	$41.2K	Buy	+681	New	+$42.3K	0.01%	266

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

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 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

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

Guardian Wealth Advisors (North Carolina)'s XRT Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of State Street SPDR S&P Retail ETF (XRT) in Q2 2026, closing a stake of 415 shares — an estimated $33.4K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in XRT in Q4 2022 and held it in 12 quarters. The position peaked at $44K in Q1 2024. 138 funds tracked by Wall St. Rank hold XRT as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining State Street SPDR S&P Retail ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 415 State Street SPDR S&P Retail ETF shares in Q2 2026, an estimated $33.4K.
Guardian Wealth Advisors (North Carolina) first reported a position in State Street SPDR S&P Retail ETF in Q4 2022 and held it in 12 quarters.
Guardian Wealth Advisors (North Carolina)'s State Street SPDR S&P Retail ETF position peaked at $44K in Q1 2024.
138 funds tracked by Wall St. Rank held State Street SPDR S&P Retail ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.