Stonebridge Financial Planning Group LLC Invests $221,000 in SPDR S&P Retail ETF (NYSEARCA:XRT)

Stonebridge Financial Planning Group LLC purchased a new position in shares of SPDR S&P Retail ETF (NYSEARCA:XRT) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 3,050 shares of the exchange traded fund’s stock, valued at approximately $221,000.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the company. Quantbot Technologies LP lifted its position in SPDR S&P Retail ETF by 11.3% in the 3rd quarter. Quantbot Technologies LP now owns 1,755 shares of the exchange traded fund’s stock valued at $107,000 after acquiring an additional 178 shares in the last quarter. Private Trust Co. NA bought a new stake in SPDR S&P Retail ETF in the 4th quarter valued at $59,000. Raymond James Financial Services Advisors Inc. lifted its position in SPDR S&P Retail ETF by 18.4% in the 3rd quarter. Raymond James Financial Services Advisors Inc. now owns 5,259 shares of the exchange traded fund’s stock valued at $320,000 after acquiring an additional 818 shares in the last quarter. NBC Securities Inc. bought a new stake in SPDR S&P Retail ETF in the 3rd quarter valued at $65,000. Finally, Ellis Investment Partners LLC lifted its position in SPDR S&P Retail ETF by 5.4% in the 4th quarter. Ellis Investment Partners LLC now owns 23,109 shares of the exchange traded fund’s stock valued at $1,671,000 after acquiring an additional 1,174 shares in the last quarter.

SPDR S&P Retail ETF Trading Down 1.9 %

XRT opened at $71.79 on Wednesday. The stock has a market capitalization of $459.46 million, a P/E ratio of 12.75 and a beta of 1.20. SPDR S&P Retail ETF has a 12 month low of $56.20 and a 12 month high of $79.12. The firm’s fifty day simple moving average is $74.86 and its 200 day simple moving average is $69.74.

SPDR S&P Retail ETF Profile

SPDR S&P Retail ETF (the Fund) seeks to replicate as closely as possible the performance of the S&P Retail Select Industry Index (the Index). The Index is an equal weighted market cap index. The Index represents the retail sub-industry portion of the S&P Total Market Index. The Fund invests in industries, such as apparel retail, automotive retail, food retail, department stores, Internet retail, general merchandise stores, drug retail, and hypermarkets and super centers.