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

Ameritas Investment Company’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 Q3	$584K	Buy	4,894 +572	+13%	+$70.7K	0.03%	383
2021 Q2	$630K	Buy	4,322 +3,819	+759%	+$491K	0.03%	369
2021 Q1	$63.2K	Sell	503 -4,081	-89%	-$494K	0.01%	890
2020 Q4	$525K	Sell	4,584 -507	-10%	-$51.4K	0.1%	214
2020 Q3	$446K	Hold	5,091	–	–	0.14%	179
2020 Q2	$446K	Sell	5,091 -291	-5%	-$24.1K	0.13%	183
2020 Q1	$407K	Buy	5,382 +570	+12%	+$58.6K	0.07%	216
2019 Q4	$525K	Sell	4,812 -34	-0.7%	-$3.67K	0.11%	180
2019 Q3	$518K	Buy	4,846 +2,232	+85%	+$237K	0.1%	175
2019 Q2	$272K	Sell	2,614 -1,611	-38%	-$157K	0.13%	165
2019 Q1	$388K	Sell	4,225 -1,896	-31%	-$170K	0.07%	212
2018 Q4	$483K	Buy	+6,121	New	+$539K	0.1%	169

Other funds holding XAR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Ameritas Investment Company's XAR Position: Q3 2021 in Review

Ameritas Investment Company increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 13% in Q3 2021, buying an estimated $70.7K and bringing the position to 4,894 shares worth $584K. The position accounts for 0.03% of the portfolio, ranked #383.

Ameritas Investment Company first reported a position in XAR in Q4 2018 and has held it in 12 quarters since. The position peaked at $630K in Q2 2021. 199 funds tracked by Wall St. Rank hold XAR as of Q3 2021.

Ameritas Investment Company held 4,894 shares of State Street SPDR S&P Aerospace & Defense ETF worth $584K as of Q3 2021.
Ameritas Investment Company bought 572 State Street SPDR S&P Aerospace & Defense ETF shares in Q3 2021, an estimated $70.7K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.03% of Ameritas Investment Company's portfolio in Q3 2021, its #383 holding.
Ameritas Investment Company first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2018 and has held it in 12 quarters since.
Ameritas Investment Company's State Street SPDR S&P Aerospace & Defense ETF position peaked at $630K in Q2 2021.
199 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.