SWA
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SFMG Wealth Advisors’s SPDR S&P Retail ETF XRT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-418,539
Closed -$20.2M 151
2018
Q3
$20.2M Buy
+418,539
New +$20.2M 3.11% 10
2017
Q1
Sell
-585,657
Closed -$25.8M 123
2016
Q4
$25.8M Buy
+585,657
New +$25.8M 5.5% 8