KJWM
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Kiley Juergens Wealth Management’s State Street SPDR S&P Retail ETF XRT Stock Holding History

Kiley Juergens Wealth Management’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
2018
Q4 		– Sell
-100
Closed -$5K – 679
2018
Q3 		$5K Buy
+100
New +$5.07K ﹤0.01% 534

Other funds holding XRT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Kiley Juergens Wealth Management's XRT Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of State Street SPDR S&P Retail ETF (XRT) in Q4 2018, closing a stake of 100 shares — an estimated $5K sold.

Kiley Juergens Wealth Management first reported a position in XRT in Q3 2018 and held it in 1 quarter. The position peaked at $5K in Q3 2018. 101 funds tracked by Wall St. Rank hold XRT as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining State Street SPDR S&P Retail ETF position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 100 State Street SPDR S&P Retail ETF shares in Q4 2018, an estimated $5K.
  • Kiley Juergens Wealth Management first reported a position in State Street SPDR S&P Retail ETF in Q3 2018 and held it in 1 quarter.
  • Kiley Juergens Wealth Management's State Street SPDR S&P Retail ETF position peaked at $5K in Q3 2018.
  • 101 funds tracked by Wall St. Rank held State Street SPDR S&P Retail ETF as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.