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Brighton Jones LLC’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Brighton Jones LLC’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
2023
Q4 		– Sell
-2,090
Closed -$234K – 610
2023
Q3 		$234K Buy
+2,090
New +$250K 0.01% 464

Other funds holding XAR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $255M AUM 23.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return

Brighton Jones LLC's XAR Position: Q4 2023 in Review

Brighton Jones LLC sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q4 2023, closing a stake of 2,090 shares — an estimated $234K sold.

Brighton Jones LLC first reported a position in XAR in Q3 2023 and held it in 1 quarter. The position peaked at $234K in Q3 2023. 331 funds tracked by Wall St. Rank hold XAR as of Q4 2023.

  • Brighton Jones LLC reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q4 2023 after selling out during the quarter.
  • Brighton Jones LLC sold 2,090 State Street SPDR S&P Aerospace & Defense ETF shares in Q4 2023, an estimated $234K.
  • Brighton Jones LLC first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2023 and held it in 1 quarter.
  • Brighton Jones LLC's State Street SPDR S&P Aerospace & Defense ETF position peaked at $234K in Q3 2023.
  • 331 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q4 2023.

Based on Brighton Jones LLC's 13F filing for Q4 2023, filed 5 Feb 2024.