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Atwood & Palmer’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Atwood & Palmer’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 		– Sell
-388
Closed -$42.7K – 395
2022
Q4 		$42.7K Buy
+388
New +$41K ﹤0.01% 217

Other funds holding XAR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Osaic Holdings
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

Atwood & Palmer's XAR Position: Q1 2023 in Review

Atwood & Palmer sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q1 2023, closing a stake of 388 shares — an estimated $42.7K sold.

Atwood & Palmer first reported a position in XAR in Q4 2022 and held it in 1 quarter. The position peaked at $42.7K in Q4 2022. 253 funds tracked by Wall St. Rank hold XAR as of Q1 2023.

  • Atwood & Palmer reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q1 2023 after selling out during the quarter.
  • Atwood & Palmer sold 388 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2023, an estimated $42.7K.
  • Atwood & Palmer first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2022 and held it in 1 quarter.
  • Atwood & Palmer's State Street SPDR S&P Aerospace & Defense ETF position peaked at $42.7K in Q4 2022.
  • 253 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2023.

Based on Atwood & Palmer's 13F filing for Q1 2023, filed 21 Apr 2023.