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SPDR S&P Retail shares owned by Private Wealth Management Group

Quarter-by-quarter ownership of SPDR S&P Retail (XRT) shares owned by Private Wealth Management Group from 13F filings

Historical chart of Private Wealth Management Group investment in SPDR S&P Retail

Tip: Access up to 7 years of quarterly data

All positions including SPDR S&P Retail held by Private Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR S&P Retail by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $40k 511 77.69
2024-03-31 $40k 511 78.99
2023-12-31 $37k 511 72.32

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Dimensional Etf Trust Intl Small Cap V (DISV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Private Wealth Management Group

Top funds holding SPDR S&P Retail

Healthcare Of Ontario Pension Plan Trust Fund
Citadel Advisors
Susquehanna International
Bank of America Corporation
Barclays
Goldman Sachs Group
Canada Pension Plan Investment Board
Mirae Asset Securities
Wells Fargo & Company
Morgan Stanley
Fisher Investments
Citigroup
Bnp Paribas Arbitrage, Snc
Toronto-Dominion Bank
Jpmorgan Chase & Co

View all funds holding SPDR S&P Retail