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

Baldrige Asset 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
2022 Q2	–	Sell	-62	Closed	-$8K	–	333
2022 Q1	$8K	Hold	62	–	–	﹤0.01%	272
2021 Q4	$7K	Hold	62	–	–	﹤0.01%	288
2021 Q3	$7K	Hold	62	–	–	﹤0.01%	301
2021 Q2	$8K	Buy	+62	New	+$7.97K	﹤0.01%	308

Other funds holding XAR

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

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

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

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

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Baldrige Asset Management's XAR Position: Q2 2022 in Review

Baldrige Asset Management sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q2 2022, closing a stake of 62 shares — an estimated $8K sold.

Baldrige Asset Management first reported a position in XAR in Q2 2021 and held it in 4 quarters. The position peaked at $8K in Q1 2022. 231 funds tracked by Wall St. Rank hold XAR as of Q2 2022.

Baldrige Asset Management reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q2 2022 after selling out during the quarter.
Baldrige Asset Management sold 62 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2022, an estimated $8K.
Baldrige Asset Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q2 2021 and held it in 4 quarters.
Baldrige Asset Management's State Street SPDR S&P Aerospace & Defense ETF position peaked at $8K in Q1 2022.
231 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2022.

Based on Baldrige Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.