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 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

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

MASUI

MIRAE ASSET SECURITIES (USA) INC. New York $3.58B AUM 45.67% 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

SAG

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

Independent Financial Group's XRT Position: Q2 2026 in Review

Independent Financial Group held its State Street SPDR S&P Retail ETF (XRT) position steady in Q2 2026 at 4,540 shares worth $398K. The position accounts for 0.01% of the portfolio, ranked #1086.

Independent Financial Group first reported a position in XRT in Q1 2025 and has held it in 6 quarters since. 139 funds tracked by Wall St. Rank hold XRT as of Q2 2026.

Independent Financial Group held 4,540 shares of State Street SPDR S&P Retail ETF worth $398K as of Q2 2026.
Independent Financial Group left its State Street SPDR S&P Retail ETF share count unchanged in Q2 2026.
State Street SPDR S&P Retail ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1086 holding.
Independent Financial Group first reported a position in State Street SPDR S&P Retail ETF in Q1 2025 and has held it in 6 quarters since.
139 funds tracked by Wall St. Rank held State Street SPDR S&P Retail ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.