SPDR S&P Retail shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of SPDR S&P Retail (XRT) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management investment in SPDR S&P Retail
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Quarterly reported holdings in SPDR S&P Retail by Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $407k | 4.7k | 86.18 |
| 2025-06-30 | $393k | 5.1k | 77.06 |
| 2025-03-31 | $353k | 5.1k | 69.09 |
| 2024-12-31 | $411k | 5.2k | 79.59 |
| 2024-09-30 | $401k | 5.2k | 77.69 |
| 2024-06-30 | $387k | 5.2k | 74.98 |
| 2024-03-31 | $408k | 5.2k | 78.99 |
| 2023-12-31 | $372k | 5.1k | 72.32 |
| 2023-09-30 | $313k | 5.1k | 60.86 |
| 2023-06-30 | $328k | 5.1k | 63.75 |
| 2023-03-31 | $327k | 5.1k | 63.42 |
| 2022-12-31 | $313k | 5.2k | 60.45 |
| 2022-09-30 | $320k | 5.7k | 56.36 |
| 2022-06-30 | $330k | 5.7k | 58.12 |
| 2022-03-31 | $429k | 5.7k | 75.55 |
| 2021-12-31 | $513k | 5.7k | 90.35 |
| 2021-09-30 | $513k | 5.7k | 90.35 |
| 2021-06-30 | $552k | 5.7k | 97.22 |
| 2021-03-31 | $515k | 5.8k | 89.13 |
| 2020-12-31 | $372k | 5.8k | 64.38 |
| 2020-09-30 | $287k | 5.8k | 49.67 |
| 2020-06-30 | $248k | 5.8k | 42.92 |
| 2019-12-31 | $295k | 295 | 1000.00 |
| 2019-09-30 | $341k | 8.0k | 42.39 |
| 2019-06-30 | $350k | 8.3k | 42.34 |
| 2019-03-31 | $428k | 9.5k | 45.00 |
| 2018-12-31 | $406k | 9.9k | 41.01 |
| 2018-09-30 | $522k | 10k | 50.90 |
| 2018-03-31 | $470k | 10k | 45.83 |
| 2017-12-31 | $488k | 11k | 45.77 |
| 2017-09-30 | $558k | 13k | 41.58 |
| 2017-06-30 | $561k | 14k | 40.88 |
More positions owned by Institute For Wealth Management
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