Portfolio Resources Advisor Group’s State Street SPDR S&P Retail ETF XRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-59
Closed -$5.03K 161
2025
Q4
$5.03K Buy
+59
New +$4.96K 0.01% 119

Other funds holding XRT

Portfolio Resources Advisor Group's XRT Position: Q1 2026 in Review

Portfolio Resources Advisor Group sold out of State Street SPDR S&P Retail ETF (XRT) in Q1 2026, closing a stake of 59 shares — an estimated $5.03K sold.

Portfolio Resources Advisor Group first reported a position in XRT in Q4 2025 and held it in 1 quarter. The position peaked at $5.03K in Q4 2025. 118 funds tracked by Wall St. Rank hold XRT as of Q1 2026.

  • Portfolio Resources Advisor Group reported no remaining State Street SPDR S&P Retail ETF position as of Q1 2026 after selling out during the quarter.
  • Portfolio Resources Advisor Group sold 59 State Street SPDR S&P Retail ETF shares in Q1 2026, an estimated $5.03K.
  • Portfolio Resources Advisor Group first reported a position in State Street SPDR S&P Retail ETF in Q4 2025 and held it in 1 quarter.
  • Portfolio Resources Advisor Group's State Street SPDR S&P Retail ETF position peaked at $5.03K in Q4 2025.
  • 118 funds tracked by Wall St. Rank held State Street SPDR S&P Retail ETF as of Q1 2026.

Based on Portfolio Resources Advisor Group's 13F filing for Q1 2026, filed 14 Apr 2026.