Westfuller Advisors’s State Street SPDR S&P Retail ETF XRT Stock Holding History

Westfuller Advisors’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
2026 Q2	$4.41K	Hold	50	–	–	﹤0.01%	593
2026 Q1	$4.04K	Hold	50	–	–	﹤0.01%	563
2025 Q4	$4.29K	Hold	50	–	–	﹤0.01%	582
2025 Q3	$4.33K	Buy	+50	New	+$4.17K	﹤0.01%	556

Other funds holding XRT

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

Washington Growth Strategies Washington, District of Columbia $180M AUM 31.73% 1-Year Est. Return

Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Westfuller Advisors's XRT Position: Q2 2026 in Review

Westfuller Advisors held its State Street SPDR S&P Retail ETF (XRT) position steady in Q2 2026 at 50 shares worth $4.41K. The position accounts for ﹤0.01% of the portfolio, ranked #593.

Westfuller Advisors first reported a position in XRT in Q3 2025 and has held it in 4 quarters since. 31 funds tracked by Wall St. Rank hold XRT as of Q2 2026.

Westfuller Advisors held 50 shares of State Street SPDR S&P Retail ETF worth $4.41K as of Q2 2026.
Westfuller Advisors left its State Street SPDR S&P Retail ETF share count unchanged in Q2 2026.
State Street SPDR S&P Retail ETF made up ﹤0.01% of Westfuller Advisors's portfolio in Q2 2026, its #593 holding.
Westfuller Advisors first reported a position in State Street SPDR S&P Retail ETF in Q3 2025 and has held it in 4 quarters since.
31 funds tracked by Wall St. Rank held State Street SPDR S&P Retail ETF as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.