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

Liberty 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
2021 Q4	–	Sell	-340	Closed	-$31K	–	1133
2021 Q3	$31K	Hold	340	–	–	0.01%	534
2021 Q2	$33K	Hold	340	–	–	0.01%	407
2021 Q1	$28K	Hold	340	–	–	0.01%	403
2020 Q4	$28K	Hold	340	–	–	0.01%	399
2020 Q3	$17K	Hold	340	–	–	0.01%	432
2020 Q2	$15K	Hold	340	–	–	0.01%	427
2020 Q1	$10K	Hold	340	–	–	0.01%	469
2019 Q4	$16K	Hold	340	–	–	0.01%	452
2019 Q3	$14K	Hold	340	–	–	0.01%	460
2019 Q2	$14K	Hold	340	–	–	0.01%	470
2019 Q1	$15K	Hold	340	–	–	0.01%	383
2018 Q4	$13K	Buy	+340	New	+$15.6K	0.01%	391

Other funds holding XRT

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

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

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

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

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

Liberty Wealth Management's XRT Position: Q4 2021 in Review

Liberty Wealth Management sold out of State Street SPDR S&P Retail ETF (XRT) in Q4 2021, closing a stake of 340 shares — an estimated $31K sold.

Liberty Wealth Management first reported a position in XRT in Q4 2018 and held it in 12 quarters. The position peaked at $33K in Q2 2021. 150 funds tracked by Wall St. Rank hold XRT as of Q4 2021.

Liberty Wealth Management reported no remaining State Street SPDR S&P Retail ETF position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 340 State Street SPDR S&P Retail ETF shares in Q4 2021, an estimated $31K.
Liberty Wealth Management first reported a position in State Street SPDR S&P Retail ETF in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's State Street SPDR S&P Retail ETF position peaked at $33K in Q2 2021.
150 funds tracked by Wall St. Rank held State Street SPDR S&P Retail ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.