Beacon Bridge Wealth Partners’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Beacon Bridge Wealth Partners’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 Q3	–	Sell	-2,948	Closed	-$413K	–	96
2024 Q2	$413K	Buy	2,948 +444	+18%	+$61.9K	0.19%	68
2024 Q1	$352K	Sell	2,504 -79	-3%	-$10.6K	0.17%	73
2023 Q4	$350K	Buy	+2,583	New	+$318K	0.17%	69

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

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

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Beacon Bridge Wealth Partners's XAR Position: Q3 2024 in Review

Beacon Bridge Wealth Partners sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q3 2024, closing a stake of 2,948 shares — an estimated $413K sold.

Beacon Bridge Wealth Partners first reported a position in XAR in Q4 2023 and held it in 3 quarters. The position peaked at $413K in Q2 2024. 345 funds tracked by Wall St. Rank hold XAR as of Q3 2024.

Beacon Bridge Wealth Partners reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q3 2024 after selling out during the quarter.
Beacon Bridge Wealth Partners sold 2,948 State Street SPDR S&P Aerospace & Defense ETF shares in Q3 2024, an estimated $413K.
Beacon Bridge Wealth Partners first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2023 and held it in 3 quarters.
Beacon Bridge Wealth Partners's State Street SPDR S&P Aerospace & Defense ETF position peaked at $413K in Q2 2024.
345 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q3 2024.

Based on Beacon Bridge Wealth Partners's 13F filing for Q3 2024, filed 12 Nov 2024.