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

Axxcess 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
2023 Q1	–	Sell	-1,969	Closed	-$217K	–	694
2022 Q4	$217K	Buy	+1,969	New	+$208K	0.02%	534

Other funds holding XAR

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

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

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Axxcess Wealth Management's XAR Position: Q1 2023 in Review

Axxcess Wealth Management sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q1 2023, closing a stake of 1,969 shares — an estimated $217K sold.

Axxcess Wealth Management first reported a position in XAR in Q4 2022 and held it in 1 quarter. The position peaked at $217K in Q4 2022. 253 funds tracked by Wall St. Rank hold XAR as of Q1 2023.

Axxcess Wealth Management reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q1 2023 after selling out during the quarter.
Axxcess Wealth Management sold 1,969 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2023, an estimated $217K.
Axxcess Wealth Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2022 and held it in 1 quarter.
Axxcess Wealth Management's State Street SPDR S&P Aerospace & Defense ETF position peaked at $217K 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 Axxcess Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.