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Beese Fulmer Investment Management’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Beese Fulmer Investment 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
2020
Q3 		– Sell
-162
Closed -$14K – 552
2020
Q2 		$14K Buy
+162
New +$13.4K ﹤0.01% 447

Other funds holding XAR

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Beese Fulmer Investment Management's XAR Position: Q3 2020 in Review

Beese Fulmer Investment Management sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q3 2020, closing a stake of 162 shares — an estimated $14K sold.

Beese Fulmer Investment Management first reported a position in XAR in Q2 2020 and held it in 1 quarter. The position peaked at $14K in Q2 2020. 183 funds tracked by Wall St. Rank hold XAR as of Q3 2020.

  • Beese Fulmer Investment Management reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q3 2020 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 162 State Street SPDR S&P Aerospace & Defense ETF shares in Q3 2020, an estimated $14K.
  • Beese Fulmer Investment Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q2 2020 and held it in 1 quarter.
  • Beese Fulmer Investment Management's State Street SPDR S&P Aerospace & Defense ETF position peaked at $14K in Q2 2020.
  • 183 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q3 2020.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2020, filed 8 Oct 2020.