Atlas Private Wealth Advisors’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Atlas Private Wealth 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
2021 Q4	–	Sell	-200	Closed	-$24K	–	713
2021 Q3	$24K	Hold	200	–	–	0.01%	326
2021 Q2	$26K	Hold	200	–	–	0.01%	321
2021 Q1	$25K	Hold	200	–	–	0.01%	332
2020 Q4	$23K	Hold	200	–	–	0.02%	317
2020 Q3	$17K	Hold	200	–	–	0.01%	334
2020 Q2	$18K	Buy	+200	New	+$16.6K	0.02%	334

Other funds holding XAR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Atlas Private Wealth Advisors's XAR Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q4 2021, closing a stake of 200 shares — an estimated $24K sold.

Atlas Private Wealth Advisors first reported a position in XAR in Q2 2020 and held it in 6 quarters. The position peaked at $26K in Q2 2021. 213 funds tracked by Wall St. Rank hold XAR as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 200 State Street SPDR S&P Aerospace & Defense ETF shares in Q4 2021, an estimated $24K.
Atlas Private Wealth Advisors first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's State Street SPDR S&P Aerospace & Defense ETF position peaked at $26K 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 Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.