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

BDO Wealth Advisors’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 Q4	–	Sell	-83	Closed	-$8K	–	1089
2022 Q3	$8K	Hold	83	–	–	﹤0.01%	762
2022 Q2	$8K	Hold	83	–	–	﹤0.01%	725
2022 Q1	$10K	Hold	83	–	–	﹤0.01%	744
2021 Q4	$10K	Hold	83	–	–	﹤0.01%	732
2021 Q3	$10K	Hold	83	–	–	﹤0.01%	736
2021 Q2	$11K	Hold	83	–	–	﹤0.01%	739
2021 Q1	$10K	Hold	83	–	–	﹤0.01%	739
2020 Q4	$10K	Buy	+83	New	+$8.41K	﹤0.01%	552

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

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

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

BDO Wealth Advisors's XAR Position: Q4 2022 in Review

BDO Wealth Advisors sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q4 2022, closing a stake of 83 shares — an estimated $8K sold.

BDO Wealth Advisors first reported a position in XAR in Q4 2020 and held it in 8 quarters. The position peaked at $11K in Q2 2021. 253 funds tracked by Wall St. Rank hold XAR as of Q4 2022.

BDO Wealth Advisors reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q4 2022 after selling out during the quarter.
BDO Wealth Advisors sold 83 State Street SPDR S&P Aerospace & Defense ETF shares in Q4 2022, an estimated $8K.
BDO Wealth Advisors first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2020 and held it in 8 quarters.
BDO Wealth Advisors's State Street SPDR S&P Aerospace & Defense ETF position peaked at $11K in Q2 2021.
253 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q4 2022.

Based on BDO Wealth Advisors's 13F filing for Q4 2022, filed 27 Jan 2023.