Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Sign in Sign up
SFS
XRT icon

Sowell Financial Services’s State Street SPDR S&P Retail ETF XRT Stock Holding History

Sowell Financial Services’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
2021
Q2
– Sell
-365
Closed -$34K – 2794
2021
Q1
$34K Buy
365
+100
+38% +$8.09K ﹤0.01% 1824
2020
Q4
$17K Hold
265
– – ﹤0.01% 1815
2020
Q3
$13K Buy
+265
New +$13K ﹤0.01% 1740
2020
Q2
– Sell
-186
Closed -$6K – 2708
2020
Q1
$6K Buy
186
+1
+0.5% +$40 ﹤0.01% 1791
2019
Q4
$9K Buy
+185
New +$8.14K ﹤0.01% 1733
2017
Q1
– Sell
-3,800
Closed -$169K – 579
2016
Q4
$169K Buy
+3,800
New +$169K 0.06% 207

Other funds holding XRT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Product
Portfolios Fund Trends Large Buys & Sells Stocks ETFs Sectors Industries Rankings
Popular funds
Jane Street Citadel Renaissance Situational Awareness Coatue Bridgewater
Resources
API Docs Plans Learn Methodology
Policies
Terms & Conditions Privacy Policy Disclaimer Climate Commitment
Connect
Contact Us About X (Twitter) LinkedIn

© 2026 Wall St. Rank

Sign up Sign in
Common Fund Bets See what stocks and ETFs funds are collectively bullish/bearish on Largest Fund Trades Explore the largest stock and ETF buys and sells made by funds High Conviction Trades Discover high conviction trades that caused a significant change in a fund's stake in a stock Fund Manager Portfolios Gain insights from the world’s largest funds and super investors
Fund Manager Index Stock index based on fund manager consensus updated each quarter

Theme