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

Ameliora 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
2022
Q1 		– Sell
-5,000
Closed -$530K – 40
2021
Q4 		$530K Buy
+5,000
New +$595K 0.48% 25

Other funds holding XAR

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameliora Wealth Management's XAR Position: Q1 2022 in Review

Ameliora Wealth Management sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q1 2022, closing a stake of 5,000 shares — an estimated $530K sold.

Ameliora Wealth Management first reported a position in XAR in Q4 2021 and held it in 1 quarter. The position peaked at $530K in Q4 2021. 239 funds tracked by Wall St. Rank hold XAR as of Q1 2022.

  • Ameliora Wealth Management reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q1 2022 after selling out during the quarter.
  • Ameliora Wealth Management sold 5,000 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2022, an estimated $530K.
  • Ameliora Wealth Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2021 and held it in 1 quarter.
  • Ameliora Wealth Management's State Street SPDR S&P Aerospace & Defense ETF position peaked at $530K in Q4 2021.
  • 239 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2022.

Based on Ameliora Wealth Management's 13F filing for Q1 2022, filed 26 Apr 2022.