Pinnacle Family Advisors’s State Street SPDR S&P Retail ETF XRT Stock Holding History

Pinnacle Family Advisors’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	-3,525	Closed	-$301K	–	160
2025 Q4	$301K	Buy	+3,525	New	+$296K	0.13%	110
2025 Q1	–	Sell	-2,757	Closed	-$219K	–	130
2024 Q4	$219K	Buy	+2,757	New	+$218K	0.11%	104
2024 Q2	–	Sell	-17,135	Closed	-$1.35M	–	130
2024 Q1	$1.35M	Buy	+17,135	New	+$1.25M	0.72%	30

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

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

MASUI

MIRAE ASSET SECURITIES (USA) INC. New York $3.58B AUM 45.67% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

Pinnacle Family Advisors's XRT Position: Q1 2026 in Review

Pinnacle Family Advisors sold out of State Street SPDR S&P Retail ETF (XRT) in Q1 2026, closing a stake of 3,525 shares — an estimated $301K sold.

Pinnacle Family Advisors first reported a position in XRT in Q1 2024 and held it in 3 quarters. The position peaked at $1.35M in Q1 2024. 118 funds tracked by Wall St. Rank hold XRT as of Q1 2026.

Pinnacle Family Advisors reported no remaining State Street SPDR S&P Retail ETF position as of Q1 2026 after selling out during the quarter.
Pinnacle Family Advisors sold 3,525 State Street SPDR S&P Retail ETF shares in Q1 2026, an estimated $301K.
Pinnacle Family Advisors first reported a position in State Street SPDR S&P Retail ETF in Q1 2024 and held it in 3 quarters.
Pinnacle Family Advisors's State Street SPDR S&P Retail ETF position peaked at $1.35M in Q1 2024.
118 funds tracked by Wall St. Rank held State Street SPDR S&P Retail ETF as of Q1 2026.

Based on Pinnacle Family Advisors's 13F filing for Q1 2026, filed 15 May 2026.