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

Ayalon Insurance 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
2024 Q1	–	Sell	-630	Closed	-$85K	–	74
2023 Q4	$85K	Hold	630	–	–	0.03%	68
2023 Q3	$71K	Hold	630	–	–	0.03%	77
2023 Q2	$77K	Hold	630	–	–	0.03%	77
2023 Q1	$74K	Hold	630	–	–	0.03%	77
2022 Q4	$69K	Hold	630	–	–	0.03%	89
2022 Q3	$58K	Hold	630	–	–	0.03%	91
2022 Q2	$63K	Hold	630	–	–	0.03%	84
2022 Q1	$79K	Hold	630	–	–	0.03%	120
2021 Q4	$73K	Hold	630	–	–	0.02%	115
2021 Q3	$77K	Sell	630 -280	-31%	-$34.6K	0.03%	113
2021 Q2	$121K	Hold	910	–	–	0.04%	138
2021 Q1	$115K	Hold	910	–	–	0.05%	123
2020 Q4	$104K	Hold	910	–	–	0.05%	109
2020 Q3	$80K	Hold	910	–	–	0.04%	91
2020 Q2	$79K	Sell	910 -15,615	-94%	-$1.29M	0.05%	88
2020 Q1	$1.18M	Buy	+16,525	New	+$1.7M	0.87%	34

Other funds holding XAR

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cumberland Advisors Sarasota, Florida $255M AUM 23.24% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

DCM

DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return

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

Ayalon Insurance Company's XAR Position: Q1 2024 in Review

Ayalon Insurance Company sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q1 2024, closing a stake of 630 shares — an estimated $85K sold.

Ayalon Insurance Company first reported a position in XAR in Q1 2020 and held it in 16 quarters. The position peaked at $1.18M in Q1 2020. 334 funds tracked by Wall St. Rank hold XAR as of Q1 2024.

Ayalon Insurance Company reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q1 2024 after selling out during the quarter.
Ayalon Insurance Company sold 630 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2024, an estimated $85K.
Ayalon Insurance Company first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2020 and held it in 16 quarters.
Ayalon Insurance Company's State Street SPDR S&P Aerospace & Defense ETF position peaked at $1.18M in Q1 2020.
334 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2024.

Based on Ayalon Insurance Company's 13F filing for Q1 2024, filed 15 Apr 2024.