Steward Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.68M | Buy |
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|
2025
Q2 | $1.07M | Buy |
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|
2025
Q1 | $944K | Sell |
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|
2024
Q4 | $1.1M | Buy |
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|
2024
Q3 | $1.04M | Buy |
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|
2024
Q2 | $852K | Sell |
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|
2024
Q1 | $915K | Sell |
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|
2023
Q4 | $1M | Buy |
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|
2023
Q3 | $798K | Sell |
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|
2023
Q2 | $844K | Buy |
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|
2023
Q1 | $830K | Buy |
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|
2022
Q4 | $716K | Buy |
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|
2022
Q3 | $5K | Hold |
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|
2022
Q2 | $6K | Buy |
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|
2022
Q1 | $7K | Sell |
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|
2021
Q4 | $9K | Buy |
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|
2021
Q3 | $9K | Buy |
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|
2021
Q2 | $9K | Sell |
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|
2021
Q1 | $23.4K | Sell |
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|
2020
Q4 | $80K | Sell |
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|
2020
Q3 | $83K | Buy |
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|
2020
Q2 | $4K | Sell |
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|
2020
Q1 | $38K | Sell |
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|
2019
Q4 | $61K | Buy |
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|
2019
Q3 | $12K | Hold |
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|
2019
Q2 | $12K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $15K | Sell |
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|
2018
Q2 | $16K | Buy |
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|
2018
Q1 | $5K | Buy |
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|
2017
Q4 | $4K | Sell |
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|
2017
Q3 | $16K | Sell |
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|
2017
Q2 | $16K | Buy |
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|
2017
Q1 | $11K | Buy |
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|
2016
Q4 | $7K | Buy |
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