Independent Financial Group’s State Street SPDR S&P Retail ETF XRT Stock Holding History

Independent Financial Group’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 Q3	$373K	Hold	4,540	–	–	0.01%	1144
2026 Q2	$398K	Hold	4,540	–	–	0.01%	1086
2026 Q1	$365K	Hold	4,540	–	–	0.01%	1066
2025 Q4	$387K	Hold	4,540	–	–	0.01%	1025
2025 Q3	$391K	Hold	4,540	–	–	0.01%	957
2025 Q2	$350K	Hold	4,540	–	–	0.01%	949
2025 Q1	$314K	Buy	+4,540	New	+$343K	0.01%	912

Other funds holding XRT

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

BAM

Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return

Downshift Financial Boulder, Colorado $232M AUM 12.86% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Independent Financial Group's XRT Position: Q3 2026 in Review

Independent Financial Group held its State Street SPDR S&P Retail ETF (XRT) position steady in Q3 2026 at 4,540 shares worth $373K. The position accounts for 0.01% of the portfolio, ranked #1144.

Independent Financial Group first reported a position in XRT in Q1 2025 and has held it in 7 quarters since. The position peaked at $398K in Q2 2026. 7 funds tracked by Wall St. Rank hold XRT as of Q3 2026.

Independent Financial Group held 4,540 shares of State Street SPDR S&P Retail ETF worth $373K as of Q3 2026.
Independent Financial Group left its State Street SPDR S&P Retail ETF share count unchanged in Q3 2026.
State Street SPDR S&P Retail ETF made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #1144 holding.
Independent Financial Group first reported a position in State Street SPDR S&P Retail ETF in Q1 2025 and has held it in 7 quarters since.
Independent Financial Group's State Street SPDR S&P Retail ETF position peaked at $398K in Q2 2026.
7 funds tracked by Wall St. Rank held State Street SPDR S&P Retail ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.