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

Institute For Wealth Management, Llc.

$763 Million
Q1 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 5,114 shares of XRT stock, worth $350,206. This represents 0.05% of its overall portfolio holdings.

Number of Shares

5,114

Previous 5,164 0.97%

Holding current value

$350,206

Previous $411,000 14.11%

% of portfolio

0.05%

Previous 0.05%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

21.7M

Call Options Held

6.11M

Put Options Held

8.1M

View Full List

About SPDR SERIES TR SPDR S&P RETAIL

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