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Capital Wealth Planning’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Capital Wealth Planning’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
Q2 		– Sell
-6,120
Closed -$466K – 225
2020
Q1 		$466K Buy
+6,120
New +$629K 0.03% 132

Other funds holding XAR

Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
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
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 $617B AUM 30.33% 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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Capital Wealth Planning's XAR Position: Q2 2020 in Review

Capital Wealth Planning sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q2 2020, closing a stake of 6,120 shares — an estimated $466K sold.

Capital Wealth Planning first reported a position in XAR in Q1 2020 and held it in 1 quarter. The position peaked at $466K in Q1 2020. 197 funds tracked by Wall St. Rank hold XAR as of Q2 2020.

  • Capital Wealth Planning reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q2 2020 after selling out during the quarter.
  • Capital Wealth Planning sold 6,120 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2020, an estimated $466K.
  • Capital Wealth Planning first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2020 and held it in 1 quarter.
  • Capital Wealth Planning's State Street SPDR S&P Aerospace & Defense ETF position peaked at $466K in Q1 2020.
  • 197 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2020.

Based on Capital Wealth Planning's 13F filing for Q2 2020, filed 14 Aug 2020.