Meitav Investment House’s State Street SPDR S&P Retail ETF XRT Stock Holding History

Meitav Investment House’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 Q1	–	Sell	-560,000	Closed	-$47.8M	–	255
2025 Q4	$47.8M	Buy	+560,000	New	+$47M	0.55%	48
2023 Q3	–	Sell	-900	Closed	-$57.1K	–	525
2023 Q2	$57.1K	Buy	+900	New	+$55.2K	﹤0.01%	426
2021 Q3	–	Sell	-315,000	Closed	-$30.6M	–	441
2021 Q2	$30.6M	Buy	+315,000	New	+$29.4M	0.78%	43
2019 Q1	–	Sell	-336,850	Closed	-$13.8M	–	418
2018 Q4	$13.8M	Buy	+336,850	New	+$15.4M	0.85%	39
2018 Q1	–	Sell	-702,010	Closed	-$31.7M	–	365
2017 Q4	$31.7M	Buy	+702,010	New	+$29.5M	1.85%	14

Other funds holding XRT

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

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

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MASUI

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

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

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

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

Meitav Investment House's XRT Position: Q1 2026 in Review

Meitav Investment House sold out of State Street SPDR S&P Retail ETF (XRT) in Q1 2026, closing a stake of 560,000 shares — an estimated $47.8M sold.

Meitav Investment House first reported a position in XRT in Q4 2017 and held it in 5 quarters. The position peaked at $47.8M in Q4 2025. 118 funds tracked by Wall St. Rank hold XRT as of Q1 2026.

Meitav Investment House reported no remaining State Street SPDR S&P Retail ETF position as of Q1 2026 after selling out during the quarter.
Meitav Investment House sold 560,000 State Street SPDR S&P Retail ETF shares in Q1 2026, an estimated $47.8M.
Meitav Investment House first reported a position in State Street SPDR S&P Retail ETF in Q4 2017 and held it in 5 quarters.
Meitav Investment House's State Street SPDR S&P Retail ETF position peaked at $47.8M in Q4 2025.
118 funds tracked by Wall St. Rank held State Street SPDR S&P Retail ETF as of Q1 2026.

Based on Meitav Investment House's 13F filing for Q1 2026, filed 29 Apr 2026.