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

Catalyst Private Wealth’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 Q4	–	Sell	-23	Closed	-$2K	–	292
2020 Q3	$2K	Buy	+23	New	+$2.04K	﹤0.01%	275

Other funds holding XAR

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cumberland Advisors Sarasota, Florida $255M AUM 23.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return

Catalyst Private Wealth's XAR Position: Q4 2020 in Review

Catalyst Private Wealth sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q4 2020, closing a stake of 23 shares — an estimated $2K sold.

Catalyst Private Wealth first reported a position in XAR in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 202 funds tracked by Wall St. Rank hold XAR as of Q4 2020.

Catalyst Private Wealth reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q4 2020 after selling out during the quarter.
Catalyst Private Wealth sold 23 State Street SPDR S&P Aerospace & Defense ETF shares in Q4 2020, an estimated $2K.
Catalyst Private Wealth first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2020 and held it in 1 quarter.
Catalyst Private Wealth's State Street SPDR S&P Aerospace & Defense ETF position peaked at $2K in Q3 2020.
202 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q4 2020.

Based on Catalyst Private Wealth's 13F filing for Q4 2020, filed 5 Mar 2021.