Ahrens Investment Partners’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Ahrens Investment Partners’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	$3.04K	Buy	+26	New	+$3.02K	﹤0.01%	837
2022 Q3	–	Sell	-321	Closed	-$32K	–	928
2022 Q2	$32K	Sell	321 -18,115	-98%	-$2M	0.01%	416
2022 Q1	$2.3M	Buy	+18,436	New	+$2.16M	0.73%	35

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

Ahrens Investment Partners's XAR Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q1 2023: 26 shares worth $3.04K. The stake represents ﹤0.01% of the portfolio and ranks #837 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in XAR as recently as Q2 2022.

Ahrens Investment Partners first reported a position in XAR in Q1 2022 and has held it in 3 quarters since. The position peaked at $2.3M in Q1 2022. 253 funds tracked by Wall St. Rank hold XAR as of Q1 2023.

Ahrens Investment Partners held 26 shares of State Street SPDR S&P Aerospace & Defense ETF worth $3.04K as of Q1 2023.
State Street SPDR S&P Aerospace & Defense ETF was a new Ahrens Investment Partners position in Q1 2023.
State Street SPDR S&P Aerospace & Defense ETF made up ﹤0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #837 holding.
Ahrens Investment Partners first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2022 and has held it in 3 quarters since.
Ahrens Investment Partners's State Street SPDR S&P Aerospace & Defense ETF position peaked at $2.3M in Q1 2022.
253 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.