Winch Advisory Services’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
2021
Q3
Sell
-17
Closed -$2K 519
2021
Q2
$2K Hold
17
﹤0.01% 432
2021
Q1
$2K Buy
+17
New +$1.38K ﹤0.01% 399

Other funds holding XRT

Winch Advisory Services's XRT Position: Q3 2021 in Review

Winch Advisory Services sold out of State Street SPDR S&P Retail ETF (XRT) in Q3 2021, closing a stake of 17 shares — an estimated $2K sold.

Winch Advisory Services first reported a position in XRT in Q1 2021 and held it in 2 quarters. The position peaked at $2K in Q2 2021. 153 funds tracked by Wall St. Rank hold XRT as of Q3 2021.

  • Winch Advisory Services reported no remaining State Street SPDR S&P Retail ETF position as of Q3 2021 after selling out during the quarter.
  • Winch Advisory Services sold 17 State Street SPDR S&P Retail ETF shares in Q3 2021, an estimated $2K.
  • Winch Advisory Services first reported a position in State Street SPDR S&P Retail ETF in Q1 2021 and held it in 2 quarters.
  • Winch Advisory Services's State Street SPDR S&P Retail ETF position peaked at $2K in Q2 2021.
  • 153 funds tracked by Wall St. Rank held State Street SPDR S&P Retail ETF as of Q3 2021.

Based on Winch Advisory Services's 13F filing for Q3 2021, filed 10 Nov 2021.