SPDR S&P Retail shares owned by Efficient Wealth Management
Quarter-by-quarter ownership of SPDR S&P Retail (XRT) shares owned by Efficient Wealth Management
from 13F filings
Historical chart of Efficient Wealth Management investment in SPDR S&P Retail
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Quarterly reported holdings in SPDR S&P Retail by Efficient Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $13k | 159 | 81.76 |
| 2023-12-31 | $11k | 159 | 69.18 |
| 2023-09-30 | $9.0k | 159 | 56.60 |
| 2023-06-30 | $10k | 159 | 62.89 |
| 2023-03-31 | $9.0k | 159 | 56.60 |
| 2022-12-31 | $8.0k | 159 | 50.31 |
| 2022-09-30 | $9.0k | 159 | 56.60 |
| 2022-06-30 | $9.0k | 159 | 56.60 |
| 2022-03-31 | $12k | 159 | 75.47 |
| 2021-12-31 | $14k | 159 | 88.05 |
| 2021-09-30 | $14k | 159 | 88.05 |
| 2021-06-30 | $15k | 159 | 94.34 |
| 2021-03-31 | $14k | 159 | 88.05 |
| 2020-12-31 | $20k | 309 | 64.72 |
| 2020-09-30 | $15k | 309 | 48.54 |
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