SPDR S&P Retail shares owned by Sugarloaf Wealth Management
Quarter-by-quarter ownership of SPDR S&P Retail (XRT) shares owned by Sugarloaf Wealth Management
from 13F filings
Historical chart of Sugarloaf Wealth Management investment in SPDR S&P Retail
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Quarterly reported holdings in SPDR S&P Retail by Sugarloaf Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.7k | 34 | 79.59 |
| 2024-09-30 | $2.6k | 34 | 77.68 |
| 2024-06-30 | $2.5k | 34 | 74.97 |
| 2024-03-31 | $2.7k | 34 | 79.00 |
| 2023-12-31 | $2.5k | 34 | 72.32 |
| 2023-09-30 | $2.1k | 34 | 60.85 |
| 2023-06-30 | $2.2k | 34 | 63.76 |
| 2023-03-31 | $2.3k | 36 | 63.42 |
| 2022-12-31 | $2.2k | 36 | 60.44 |
| 2022-09-30 | $3.0k | 36 | 83.33 |
| 2022-06-30 | $2.0k | 36 | 55.56 |
| 2022-03-31 | $3.0k | 36 | 83.33 |
| 2021-12-31 | $3.0k | 36 | 83.33 |
| 2021-09-30 | $3.0k | 34 | 88.24 |
| 2021-03-31 | $9.0k | 925 | 9.73 |
More positions owned by Sugarloaf Wealth Management
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