Fund Insights
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
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SFS
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
New York
$1.66T AUM
25.57%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Barclays
London, United Kingdom
$280B AUM
33.63%
1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto, Ontario, Canada
$60.6B AUM
31.35%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
BNP Paribas Financial Markets
Paris, France
$152B AUM
31.61%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Citigroup
New York
$157B AUM
32.99%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Susquehanna International Group
Bala Cynwyd, Pennsylvania
$77.3B AUM
36.07%
1-Year Est. Return
Sign up
Sign in
Fund Insights
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
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close