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

Atlas Private 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
2020
Q4 		– Sell
-56
Closed -$5K – 419
2020
Q3 		$5K Buy
+56
New +$4.97K ﹤0.01% 356

Other funds holding XAR

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $255M AUM 23.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return

Atlas Private Wealth Management's XAR Position: Q4 2020 in Review

Atlas Private Wealth Management sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q4 2020, closing a stake of 56 shares — an estimated $5K sold.

Atlas Private Wealth Management first reported a position in XAR in Q3 2020 and held it in 1 quarter. The position peaked at $5K in Q3 2020. 202 funds tracked by Wall St. Rank hold XAR as of Q4 2020.

  • Atlas Private Wealth Management reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q4 2020 after selling out during the quarter.
  • Atlas Private Wealth Management sold 56 State Street SPDR S&P Aerospace & Defense ETF shares in Q4 2020, an estimated $5K.
  • Atlas Private Wealth Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2020 and held it in 1 quarter.
  • Atlas Private Wealth Management's State Street SPDR S&P Aerospace & Defense ETF position peaked at $5K in Q3 2020.
  • 202 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q4 2020.

Based on Atlas Private Wealth Management's 13F filing for Q4 2020, filed 27 Jan 2021.