Institute For Wealth Management, Llc. Spdr Series Tr Spdr S&P Retail Transaction History

Institute For Wealth Management, Llc.

$874 Million
Q2 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Spdr Series Tr Spdr S&P Retail stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 5,102 shares of XRT stock, worth $421,782. This represents 0.04% of its overall portfolio holdings.

Number of Shares

5,102

Previous 5,114 0.23%

Holding current value

$421,782

Previous $353,000 11.33%

% of portfolio

0.04%

Previous 0.05%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	SELL	$62.11 - $78.98 $745 - $947	-12 Reduced 0.23%	5,102 $393,000
Q1 2025 Apr 21, 2025	SELL	$66.62 - $81.69 $3,331 - $4,084	-50 Reduced 0.97%	5,114 $353,000
Q1 2024 Apr 30, 2024	BUY	$68.22 - $78.99 $1,091 - $1,263	16 Added 0.31%	5,164 $407,000
Q1 2023 Apr 20, 2023	SELL	$59.94 - $74.47 $1,678 - $2,085	-28 Reduced 0.54%	5,148 $326,000
Q4 2022 Feb 02, 2023	SELL	$57.33 - $67.28 $28,779 - $33,774	-502 Reduced 8.84%	5,176 $312,000
Q2 2021 Jul 21, 2021	SELL	$88.15 - $97.54 $8,815 - $9,754	-100 Reduced 1.73%	5,678 $552,000
Q2 2020 Jul 30, 2020	BUY	$27.19 - $45.35 $157,103 - $262,032	5,778 New	5,778 $248,000
Q1 2020 Apr 29, 2020	SELL	$26.99 - $46.1 $173,329 - $296,054	-6,422 Closed	0 $0
Q4 2019 Feb 27, 2020	BUY	$40.75 - $46.24 $249,675 - $283,312	6,127 Added 2076.95%	6,422 $295,000
Q4 2019 Jan 27, 2020	SELL	$40.75 - $46.24 $315,771 - $358,313	-7,749 Reduced 96.33%	295 $295,000
Q3 2019 Oct 28, 2019	SELL	$41.78 - $43.88 $9,316 - $9,785	-223 Reduced 2.7%	8,044 $341,000
Q2 2019 Aug 02, 2019	SELL	N/A	-1,245 Reduced 13.09%	8,267 $350,000
Q1 2019 May 15, 2019	SELL	N/A	-388 Reduced 3.92%	9,512 $428,000
Q4 2018 Feb 08, 2019	SELL	N/A	-356 Reduced 3.47%	9,900 $406,000
Q3 2018 Oct 29, 2018	BUY	N/A	10,256 New	10,256 $522,000
Q2 2018 Aug 10, 2018	SELL	N/A	-10,256 Closed	0 $0
Q1 2018 May 15, 2018	SELL	N/A	-405 Reduced 3.8%	10,256 $470,000
Q4 2017 Feb 12, 2018	SELL	N/A	-2,759 Reduced 20.56%	10,661 $488,000
Q3 2017 Nov 14, 2017	SELL	N/A	-302 Reduced 2.2%	13,420 $558,000
Q2 2017 Aug 14, 2017	BUY	N/A	13,722	13,722 $561,000

Others Institutions Holding XRT

# of Institutions

177

Shares Held

29.5M

Call Options Held

9.78M

Put Options Held

17.2M

View Full List

About SPDR SERIES TR SPDR S&P RETAIL

Ticker XRT
Sector ETFs
Industry ETFs

More about XRT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Institute For Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Institute For Wealth Management, Llc. with notifications on news.

Account

Institute For Wealth Management, Llc. Spdr Series Tr Spdr S&P Retail Transaction History