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Access Financial Services’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Access Financial Services’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
2021
Q4 		– Sell
-8,170
Closed -$974K – 126
2021
Q3 		$974K Buy
8,170
+44
+0.5% +$5.44K 0.44% 69
2021
Q2 		$1.07M Buy
+8,126
New +$1.04M 0.5% 66

Other funds holding XAR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
EWP
Engrave Wealth Partners The Woodlands, Texas $350M AUM 13.08% 1-Year Est. Return

Access Financial Services's XAR Position: Q4 2021 in Review

Access Financial Services sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q4 2021, closing a stake of 8,170 shares — an estimated $974K sold.

Access Financial Services first reported a position in XAR in Q2 2021 and held it in 2 quarters. The position peaked at $1.07M in Q2 2021. 213 funds tracked by Wall St. Rank hold XAR as of Q4 2021.

  • Access Financial Services reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q4 2021 after selling out during the quarter.
  • Access Financial Services sold 8,170 State Street SPDR S&P Aerospace & Defense ETF shares in Q4 2021, an estimated $974K.
  • Access Financial Services first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q2 2021 and held it in 2 quarters.
  • Access Financial Services's State Street SPDR S&P Aerospace & Defense ETF position peaked at $1.07M in Q2 2021.
  • 213 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q4 2021.

Based on Access Financial Services's 13F filing for Q4 2021, filed 14 Jan 2022.