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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
2024-03-31 $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)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Intl Small Cap V (DISV)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Global Real Est (DFGR)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Apple (AAPL)

View all positions for Private Wealth Management Group

Top funds holding SPDR S&P Retail

Healthcare Of Ontario Pension Plan Trust Fund
Elliott Investment Management
Susquehanna International
Citadel Advisors
Goldman Sachs Group
Fund 1 Investments
Bnp Paribas Arbitrage, Snc
Morgan Stanley
Citigroup
Bank of America Corporation
Royal Bank of Canada
Barclays
Jpmorgan Chase & Co
Fisher Investments
Wells Fargo & Company

View all funds holding SPDR S&P Retail