HighTower Advisors’s State Street SPDR S&P Retail ETF XRT Stock Holding History

HighTower Advisors’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
2023 Q4	–	Sell	-250	Closed	-$27K	–	3877
2023 Q3	$27K	Buy	250 +240	+2,400%	+$15.4K	﹤0.01%	3301
2023 Q2	$165	Buy	+10	New	+$614	﹤0.01%	3422
2023 Q1	–	Sell	-150	Closed	-$61.9K	–	3700
2022 Q4	$61.9K	Buy	+150	New	+$9.31K	﹤0.01%	2999
2021 Q4	–	Sell	-5,000	Closed	-$14K	–	3508
2021 Q3	$14K	Buy	+5,000	New	+$475K	﹤0.01%	3021
2016 Q2	–	Sell	-5,000	Closed	-$8.4M	–	2049
2016 Q1	$8.4M	Buy	+5,000	New	+$212K	0.03%	234

Other funds holding XRT

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MASUI

MIRAE ASSET SECURITIES (USA) INC. New York $2.72B AUM 36.56% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

HighTower Advisors's XRT Position: Q1 2026 in Review

HighTower Advisors increased its State Street SPDR S&P Retail ETF (XRT) stake by 68% in Q1 2026, buying an estimated $652K and bringing the position to 18,739 shares worth $1.51M. The position accounts for ﹤0.01% of the portfolio, ranked #1895.

HighTower Advisors first reported a position in XRT in Q2 2013 and has held it in 45 quarters since. The position peaked at $7.21M in Q4 2020. 118 funds tracked by Wall St. Rank hold XRT as of Q1 2026.

HighTower Advisors held 18,739 shares of State Street SPDR S&P Retail ETF worth $1.51M as of Q1 2026.
HighTower Advisors bought 7,603 State Street SPDR S&P Retail ETF shares in Q1 2026, an estimated $652K.
State Street SPDR S&P Retail ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #1895 holding.
HighTower Advisors first reported a position in State Street SPDR S&P Retail ETF in Q2 2013 and has held it in 45 quarters since.
HighTower Advisors's State Street SPDR S&P Retail ETF position peaked at $7.21M in Q4 2020.
118 funds tracked by Wall St. Rank held State Street SPDR S&P Retail ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.