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Burleson & Co’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Burleson & Co’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
2021
Q2 		– Sell
-7
Closed -$1K – 411
2021
Q1 		$1K Buy
+7
New +$847 ﹤0.01% 356

Other funds holding XAR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Burleson & Co's XAR Position: Q2 2021 in Review

Burleson & Co sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q2 2021, closing a stake of 7 shares — an estimated $1K sold.

Burleson & Co first reported a position in XAR in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 211 funds tracked by Wall St. Rank hold XAR as of Q2 2021.

  • Burleson & Co reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q2 2021 after selling out during the quarter.
  • Burleson & Co sold 7 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2021, an estimated $1K.
  • Burleson & Co first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2021 and held it in 1 quarter.
  • Burleson & Co's State Street SPDR S&P Aerospace & Defense ETF position peaked at $1K in Q1 2021.
  • 211 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2021.

Based on Burleson & Co's 13F filing for Q2 2021, filed 22 Jul 2021.