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 170 institutions that hold shares in the stock, with a total of 28.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
630
shares
|
$54,394
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
463
shares
|
$39,975
0.0% of portfolio
|
Q2 2025
Reduced 7.95%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
459
shares
|
$39,630
0.0% of portfolio
|
Q2 2025
Reduced 12.24%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
448
shares
|
$38,680
0.0% of portfolio
|
Q2 2025
Reduced 65.08%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
418
shares
|
$36,090
0.0% of portfolio
|
Q1 2025
Reduced 88.79%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
400
shares
|
$34,536
0.0% of portfolio
|
Q4 2017
Reduced 50.0%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
390
shares
|
$33,672
0.0% of portfolio
|
Q3 2021
Reduced 27.78%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
384
shares
|
$33,154
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
304
shares
|
$26,247
0.0% of portfolio
|
Q3 2023
Reduced 33.48%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
250
shares
|
$21,585
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
240
shares
|
$20,721
0.01% of portfolio
|
Q1 2025
Reduced 17.24%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
211
shares
|
$18,217
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
159
shares
|
$13,728
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
140
shares
|
$12,087
0.0% of portfolio
|
Q2 2025
Reduced 23.91%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
140
shares
|
$12,087
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
124
shares
|
$10,706
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
95
shares
|
$8,202
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
48
shares
|
$4,144
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
47
shares
|
$4,057
0.0% of portfolio
|
Q2 2025
Reduced 98.35%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
41
shares
|
$3,539
0.0% of portfolio
|
Q3 2024
Reduced 74.38%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
41
shares
|
$3,539
0.0% of portfolio
|
Q2 2025
Added 215.38%
|
|
|
Graney & King, LLC
Latham, NY |
Aug 14, 2025 Q2 2025 |
40
shares
|
$3,453
0.0% of portfolio
|
Q2 2025
Added 5.26%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
34
shares
|
$2,935
0.0% of portfolio
|
Q2 2023
Reduced 5.56%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
30
shares
|
$2,590
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
27
shares
|
$2,331
0.0% of portfolio
|
Q4 2024
Added 3.85%
|