Stonebridge Financial Planning Group, LLC Spdr Series Tr Spdr S&P Retail Transaction History

Stonebridge Financial Planning Group, LLC

  • $202 Million
  • Q3 2024

A detailed history of Stonebridge Financial Planning Group, LLC transactions in Spdr Series Tr Spdr S&P Retail stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 3,050 shares of XRT stock, worth $257,602. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,050
Previous 3,050 -0.0%
Holding current value
$257,602
Previous $228,000 3.51%
% of portfolio
0.12%
Previous 0.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 05, 2024
BUY
$57.91 - $73.12 $176,625 - $223,016
3,050 New
3,050 $220,000
Q2 2022

Aug 01, 2022
SELL
$58.16 - $78.66 $8,724 - $11,799
-150 Reduced 3.57%
4,050 $236,000
Q1 2021

May 06, 2021
SELL
$63.54 - $94.39 $6,354 - $9,439
-100 Reduced 2.33%
4,200 $389,000
Q2 2020

Jul 24, 2020
SELL
$27.19 - $45.35 $10,876 - $18,140
-400 Reduced 8.51%
4,300 $187,000
Q4 2019

Feb 07, 2020
BUY
$40.75 - $46.24 $191,525 - $217,328
4,700 New
4,700 $216,000

Others Institutions Holding XRT

# of Institutions
167
Shares Held
24.1M
Call Options Held
6.11M
Put Options Held
15.4M
View Full List

About SPDR SERIES TR SPDR S&P RETAIL

XRT Quotes by TradingView
  • Ticker XRT
  • Sector ETFs
  • Industry ETFs
More about XRT
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