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

Stonebridge Financial Planning Group, LLC

$254 Million
Q3 2025

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 $244,091. This represents 0.1% of its overall portfolio holdings.

Number of Shares

3,050

Previous 3,050 -0.0%

Holding current value

$244,091

Previous $235,000 11.49%

% of portfolio

0.1%

Previous 0.1%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

183

Shares Held

27.7M

Call Options Held

5.59M

Put Options Held

12.9M

View Full List

About SPDR SERIES TR SPDR S&P RETAIL

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