Institutional Ownership Spdr Series Tr Spdr S&P Retail (XRT)
This table provides information about the institutional ownership of Spdr Series Tr Spdr S&P Retail (XRT). We have compiled data on the 183 institutions that hold shares in the stock, with a total of 22.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.82 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
630
shares
|
$49,996
0.0% of portfolio
|
Q4 2024
Reduced 85.88%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
537
shares
|
$42,616
0.0% of portfolio
|
Q3 2024
Reduced 3.59%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
522
shares
|
$41,425
0.0% of portfolio
|
Q4 2024
Reduced 16.08%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
522
shares
|
$41,425
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
511
shares
|
$40,552
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Washington Growth Strategies LLC
Washington, DC |
Nov 13, 2024 Q3 2024 |
482
shares
|
$38,251
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Main Management LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
460
shares
|
$36,505
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Natixis
Paris, I0 |
Feb 13, 2025 Q4 2024 |
422
shares
|
$33,489
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
400
shares
|
$31,744
0.0% of portfolio
|
Q4 2017
Reduced 50.0%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
390
shares
|
$30,950
0.0% of portfolio
|
Q3 2021
Reduced 27.78%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
304
shares
|
$24,125
0.0% of portfolio
|
Q3 2023
Reduced 33.48%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
290
shares
|
$23,014
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Byrne Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
290
shares
|
$23,014
0.02% of portfolio
|
Q3 2024
Added 18.97%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
250
shares
|
$19,840
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
162
shares
|
$12,856
0.0% of portfolio
|
Q4 2024
Reduced 15.63%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
159
shares
|
$12,618
0.0% of portfolio
|
Q1 2021
Reduced 48.54%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
107
shares
|
$8,491
0.0% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
100
shares
|
$7,936
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Street Markets LLC
|
Feb 12, 2025 Q4 2024 |
100
shares
|
$7,936
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
95
shares
|
$7,539
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
86
shares
|
$6,824
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
65
shares
|
$5,158
0.0% of portfolio
|
Q3 2024
Reduced 35.64%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
49
shares
|
$3,888
0.0% of portfolio
|
Q4 2024
Reduced 98.94%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
48
shares
|
$3,809
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
41
shares
|
$3,253
0.0% of portfolio
|
Q3 2024
Reduced 74.38%
|