Accel Wealth Management’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Accel Wealth Management’s Portfolio XAR Stock Details XAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-348	Closed	-$40.7K	–	890
2023 Q1	$40.7K	Buy	348 +100	+40%	+$11.6K	0.02%	523
2022 Q4	$27.3K	Hold	248	–	–	0.01%	481
2022 Q3	$24K	Hold	248	–	–	0.01%	511
2022 Q2	$25K	Hold	248	–	–	0.01%	488
2022 Q1	$31K	Hold	248	–	–	0.02%	465
2021 Q4	$29K	Hold	248	–	–	0.01%	501
2021 Q3	$30K	Hold	248	–	–	0.02%	422
2021 Q2	$33K	Hold	248	–	–	0.02%	422
2021 Q1	$31K	Hold	248	–	–	0.03%	412
2020 Q4	$28K	Buy	+248	New	+$25.1K	0.03%	420

Other funds holding XAR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Accel Wealth Management's XAR Position: Q2 2023 in Review

Accel Wealth Management sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q2 2023, closing a stake of 348 shares — an estimated $40.7K sold.

Accel Wealth Management first reported a position in XAR in Q4 2020 and held it in 10 quarters. The position peaked at $40.7K in Q1 2023. 259 funds tracked by Wall St. Rank hold XAR as of Q2 2023.

Accel Wealth Management reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 348 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2023, an estimated $40.7K.
Accel Wealth Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's State Street SPDR S&P Aerospace & Defense ETF position peaked at $40.7K in Q1 2023.
259 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.