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

Bay Harbor 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
2022 Q2	–	Sell	-16	Closed	-$2K	–	212
2022 Q1	$2K	Buy	+16	New	+$1.88K	﹤0.01%	178

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

Bay Harbor Wealth Management's XAR Position: Q2 2022 in Review

Bay Harbor Wealth Management sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q2 2022, closing a stake of 16 shares — an estimated $2K sold.

Bay Harbor Wealth Management first reported a position in XAR in Q1 2022 and held it in 1 quarter. The position peaked at $2K in Q1 2022. 231 funds tracked by Wall St. Rank hold XAR as of Q2 2022.

Bay Harbor Wealth Management reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q2 2022 after selling out during the quarter.
Bay Harbor Wealth Management sold 16 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2022, an estimated $2K.
Bay Harbor Wealth Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2022 and held it in 1 quarter.
Bay Harbor Wealth Management's State Street SPDR S&P Aerospace & Defense ETF position peaked at $2K 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 Bay Harbor Wealth Management's 13F filing for Q2 2022, filed 5 Aug 2022.