Householder Group Estate & Retirement Specialist’s State Street SPDR S&P Retail ETF XRT Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	–	Sell	-95	Closed	-$7K	–	1256
2024 Q3	$7K	Hold	95	–	–	﹤0.01%	890
2024 Q2	$7K	Buy	95 +75	+375%	+$5.6K	﹤0.01%	894
2024 Q1	$1.58K	Hold	20	–	–	﹤0.01%	1079
2023 Q4	$1K	Hold	20	–	–	﹤0.01%	1097
2023 Q3	$1.22K	Buy	+20	New	+$1.28K	﹤0.01%	1121
2023 Q1	$1K	Buy	+20	New	+$1.31K	﹤0.01%	1190
2022 Q4	–	Sell	-20	Closed	-$1K	–	1194
2022 Q3	$1K	Buy	+20	New	+$1.28K	﹤0.01%	1062
2022 Q1	–	Sell	-13,514	Closed	-$1.22M	–	207
2021 Q4	$1.22M	Buy	+13,514	New	+$1.27M	0.45%	61

Other funds holding XRT

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

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

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

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

MASUI

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

SAG

Susquehanna Advisors Group Bala Cynwyd, Pennsylvania $3.05B AUM 41.49% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's XRT Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of State Street SPDR S&P Retail ETF (XRT) in Q4 2024, closing a stake of 95 shares — an estimated $7K sold.

Householder Group Estate & Retirement Specialist first reported a position in XRT in Q4 2021 and held it in 8 quarters. The position peaked at $1.22M in Q4 2021. 126 funds tracked by Wall St. Rank hold XRT as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining State Street SPDR S&P Retail ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 95 State Street SPDR S&P Retail ETF shares in Q4 2024, an estimated $7K.
Householder Group Estate & Retirement Specialist first reported a position in State Street SPDR S&P Retail ETF in Q4 2021 and held it in 8 quarters.
Householder Group Estate & Retirement Specialist's State Street SPDR S&P Retail ETF position peaked at $1.22M in Q4 2021.
126 funds tracked by Wall St. Rank held State Street SPDR S&P Retail ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.