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Bellwether Investment Group’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-255
Closed -$17K – 626
2017
Q1 		$17K Buy
255
+100
+65% +$6.63K 0.04% 362
2016
Q4 		$10K Buy
+155
New +$9.51K 0.01% 648
2016
Q2 		$18K Buy
+330
New +$18.1K 0.02% 342

Other funds holding XAR

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bellwether Investment Group's XAR Position: Q2 2017 in Review

Bellwether Investment Group sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q2 2017, closing a stake of 255 shares — an estimated $17K sold.

Bellwether Investment Group first reported a position in XAR in Q2 2016 and held it in 3 quarters. The position peaked at $18K in Q2 2016. 91 funds tracked by Wall St. Rank hold XAR as of Q2 2017.

  • Bellwether Investment Group reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 255 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2017, an estimated $17K.
  • Bellwether Investment Group first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's State Street SPDR S&P Aerospace & Defense ETF position peaked at $18K in Q2 2016.
  • 91 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.