SPDR S&P Retail shares owned by Stonebridge Financial Planning Group
Quarter-by-quarter ownership of SPDR S&P Retail (XRT) shares owned by Stonebridge Financial Planning Group
from 13F filings
Historical chart of Stonebridge Financial Planning Group investment in SPDR S&P Retail
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Quarterly reported holdings in SPDR S&P Retail by Stonebridge Financial Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $263k | 3.1k | 86.18 |
| 2025-06-30 | $235k | 3.1k | 77.06 |
| 2025-03-31 | $211k | 3.1k | 69.09 |
| 2024-12-31 | $243k | 3.1k | 79.59 |
| 2024-09-30 | $237k | 3.1k | 77.69 |
| 2024-03-31 | $241k | 3.1k | 78.99 |
| 2023-12-31 | $221k | 3.1k | 72.32 |
| 2022-12-31 | $245k | 4.1k | 60.45 |
| 2022-09-30 | $229k | 4.1k | 56.54 |
| 2022-06-30 | $236k | 4.1k | 58.27 |
| 2022-03-31 | $317k | 4.2k | 75.48 |
| 2021-12-31 | $330k | 4.2k | 78.57 |
| 2021-09-30 | $423k | 4.2k | 100.71 |
| 2021-06-30 | $412k | 4.2k | 98.10 |
| 2021-03-31 | $389k | 4.2k | 92.62 |
| 2020-12-31 | $277k | 4.3k | 64.42 |
| 2020-09-30 | $233k | 4.3k | 54.19 |
| 2020-06-30 | $187k | 4.3k | 43.49 |
| 2020-03-31 | $152k | 4.7k | 32.34 |
| 2019-12-31 | $216k | 4.7k | 45.96 |
More positions owned by Stonebridge Financial Planning Group
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