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WR Wealth Planners’s State Street SPDR S&P Retail ETF XRT Stock Holding History

WR Wealth Planners’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
2024
Q4 		– Sell
-39
Closed -$3.03K – 1195
2024
Q3 		$3.03K Hold
39
– – ﹤0.01% 824
2024
Q2 		$2.92K Hold
39
– – ﹤0.01% 809
2024
Q1 		$3.08K Buy
+39
New +$2.85K ﹤0.01% 802

Other funds holding XRT

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
MASUI
MIRAE ASSET SECURITIES (USA) INC. New York $2.72B AUM 36.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
SAG
Susquehanna Advisors Group Bala Cynwyd, Pennsylvania $3.05B AUM 41.49% 1-Year Est. Return

WR Wealth Planners's XRT Position: Q4 2024 in Review

WR Wealth Planners sold out of State Street SPDR S&P Retail ETF (XRT) in Q4 2024, closing a stake of 39 shares — an estimated $3.03K sold.

WR Wealth Planners first reported a position in XRT in Q1 2024 and held it in 3 quarters. The position peaked at $3.08K in Q1 2024. 126 funds tracked by Wall St. Rank hold XRT as of Q4 2024.

  • WR Wealth Planners reported no remaining State Street SPDR S&P Retail ETF position as of Q4 2024 after selling out during the quarter.
  • WR Wealth Planners sold 39 State Street SPDR S&P Retail ETF shares in Q4 2024, an estimated $3.03K.
  • WR Wealth Planners first reported a position in State Street SPDR S&P Retail ETF in Q1 2024 and held it in 3 quarters.
  • WR Wealth Planners's State Street SPDR S&P Retail ETF position peaked at $3.08K in Q1 2024.
  • 126 funds tracked by Wall St. Rank held State Street SPDR S&P Retail ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.