Advanced Asset Management Advisors’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Advanced Asset Management Advisors’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 Q1	–	Sell	-421	Closed	-$46.3K	–	237
2022 Q4	$46.3K	Buy	+421	New	+$44.5K	0.01%	104
2020 Q1	–	Sell	-353	Closed	-$38K	–	125
2019 Q4	$38K	Buy	+353	New	+$38.1K	0.01%	105

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 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

Advanced Asset Management Advisors's XAR Position: Q1 2023 in Review

Advanced Asset Management Advisors sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q1 2023, closing a stake of 421 shares — an estimated $46.3K sold.

Advanced Asset Management Advisors first reported a position in XAR in Q4 2019 and held it in 2 quarters. The position peaked at $46.3K in Q4 2022. 253 funds tracked by Wall St. Rank hold XAR as of Q1 2023.

Advanced Asset Management Advisors reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q1 2023 after selling out during the quarter.
Advanced Asset Management Advisors sold 421 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2023, an estimated $46.3K.
Advanced Asset Management Advisors first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2019 and held it in 2 quarters.
Advanced Asset Management Advisors's State Street SPDR S&P Aerospace & Defense ETF position peaked at $46.3K in Q4 2022.
253 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2023.

Based on Advanced Asset Management Advisors's 13F filing for Q1 2023, filed 11 May 2023.