Northwestern Mutual Wealth Management
XRT icon

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

Northwestern Mutual 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
2026
Q1 		$69.3K Sell
861
-50
-5% -$4.29K ﹤0.01% 2324
2025
Q4 		$77.7K Buy
911
+598
+191% +$50.2K ﹤0.01% 2236
2025
Q3 		$27K Sell
313
-332
-51% -$27.7K ﹤0.01% 2559
2025
Q2 		$49.7K Sell
645
-103
-14% -$7.47K ﹤0.01% 2259
2025
Q1 		$51.7K Buy
748
+118
+19% +$8.91K ﹤0.01% 2166
2024
Q4 		$50.1K Sell
630
-3,832
-86% -$304K ﹤0.01% 2184
2024
Q3 		$347K Sell
4,462
-3,961
-47% -$299K ﹤0.01% 1439
2024
Q2 		$631K Sell
8,423
-2,475
-23% -$185K ﹤0.01% 1176
2024
Q1 		$861K Sell
10,898
-996
-8% -$72.7K ﹤0.01% 1058
2023
Q4 		$860K Sell
11,894
-1,787
-13% -$114K ﹤0.01% 1028
2023
Q3 		$833K Sell
13,681
-12
-0.1% -$769 ﹤0.01% 1006
2023
Q2 		$873K Buy
13,693
+1,999
+17% +$123K ﹤0.01% 981
2023
Q1 		$742K Buy
11,694
+182
+2% +$12K ﹤0.01% 1006
2022
Q4 		$696K Buy
11,512
+85
+0.7% +$5.28K ﹤0.01% 983
2022
Q3 		$645K Sell
11,427
-195
-2% -$12.5K ﹤0.01% 959
2022
Q2 		$676K Sell
11,622
-2,067
-15% -$141K ﹤0.01% 941
2022
Q1 		$1.03M Buy
13,689
+4,990
+57% +$397K ﹤0.01% 841
2021
Q4 		$785K Buy
8,699
+2,734
+46% +$258K ﹤0.01% 909
2021
Q3 		$539K Buy
5,965
+2,155
+57% +$205K ﹤0.01% 961
2021
Q2 		$370K Buy
+3,810
New +$356K ﹤0.01% 1091
2020
Q4 		– Sell
-105
Closed -$5K – 2908
2020
Q3 		$5K Buy
+105
New +$5.14K ﹤0.01% 2184
2013
Q4 		– Sell
-144
Closed -$6K – 1595
2013
Q3 		$6K Buy
+144
New +$5.8K ﹤0.01% 991

Other funds holding XRT

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
MASUI
MIRAE ASSET SECURITIES (USA) INC. New York $2.72B AUM 36.56% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
BNP Paribas Financial Markets
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

Northwestern Mutual Wealth Management's XRT Position: Q1 2026 in Review

Northwestern Mutual Wealth Management reduced its State Street SPDR S&P Retail ETF (XRT) stake by 5.5% in Q1 2026, selling an estimated $4.29K and leaving 861 shares worth $69.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2324.

Northwestern Mutual Wealth Management first reported a position in XRT in Q3 2013 and has held it in 22 quarters since. The position peaked at $1.03M in Q1 2022. 118 funds tracked by Wall St. Rank hold XRT as of Q1 2026.

  • Northwestern Mutual Wealth Management held 861 shares of State Street SPDR S&P Retail ETF worth $69.3K as of Q1 2026.
  • Northwestern Mutual Wealth Management sold 50 State Street SPDR S&P Retail ETF shares in Q1 2026, an estimated $4.29K.
  • State Street SPDR S&P Retail ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #2324 holding.
  • Northwestern Mutual Wealth Management first reported a position in State Street SPDR S&P Retail ETF in Q3 2013 and has held it in 22 quarters since.
  • Northwestern Mutual Wealth Management's State Street SPDR S&P Retail ETF position peaked at $1.03M in Q1 2022.
  • 118 funds tracked by Wall St. Rank held State Street SPDR S&P Retail ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.