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SPDR S&P Retail shares owned by Adviser Investments

Quarter-by-quarter ownership of SPDR S&P Retail (XRT) shares owned by Adviser Investments from 13F filings

Historical chart of Adviser Investments investment in SPDR S&P Retail

Tip: Access up to 7 years of quarterly data

All positions including SPDR S&P Retail held by Adviser Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR S&P Retail by Adviser Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $214k 2.8k 77.70
2024-06-30 $206k 2.8k 74.97

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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Spdr Ser Tr Portfolio Crport (SPBO)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Mbs Etf (MBB)
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Microsoft Corporation (MSFT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p500 Etf (IVV)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Adviser Investments

Top funds holding SPDR S&P Retail

Healthcare Of Ontario Pension Plan Trust Fund
Susquehanna International
Citadel Advisors
TOMS Capital Investment Management
Bank of America Corporation
Barclays
Jane Street
Goldman Sachs Group
Canada Pension Plan Investment Board
Mirae Asset Securities
Morgan Stanley
Phoenix Holdings
Bank of Nova Scotia
Citigroup
Toronto-Dominion Bank

View all funds holding SPDR S&P Retail