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Cetera Advisor Networks’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Cetera Advisor Networks’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
2024
Q1 		$7.15M Buy
50,862
+3,019
+6% +$405K 0.04% 486
2023
Q4 		$6.48M Buy
47,843
+10,324
+28% +$1.27M 0.04% 467
2023
Q3 		$4.21M Buy
37,519
+1,218
+3% +$146K 0.03% 586
2023
Q2 		$4.41M Buy
36,301
+1,359
+4% +$158K 0.03% 543
2023
Q1 		$4.09M Buy
34,942
+1,069
+3% +$124K 0.03% 566
2022
Q4 		$3.73M Buy
33,873
+8,277
+32% +$874K 0.03% 564
2022
Q3 		$2.35M Buy
25,596
+50
+0.2% +$5.22K 0.03% 530
2022
Q2 		$2.57M Sell
25,546
-1,312
-5% -$145K 0.03% 504
2022
Q1 		$3.35M Buy
26,858
+81
+0.3% +$9.51K 0.04% 438
2021
Q4 		$3.12M Buy
26,777
+10,614
+66% +$1.26M 0.04% 440
2021
Q3 		$1.93M Buy
16,163
+471
+3% +$58.2K 0.03% 562
2021
Q2 		$2.08M Buy
15,692
+8,675
+124% +$1.11M 0.03% 525
2021
Q1 		$881K Sell
7,017
-4,277
-38% -$518K 0.02% 621
2020
Q4 		$1.3M Sell
11,294
-16,581
-59% -$1.68M 0.03% 448
2020
Q3 		$2.44M Buy
27,875
+749
+3% +$66.5K 0.06% 265
2020
Q2 		$2.38M Sell
27,126
-1,154
-4% -$95.6K 0.06% 273
2020
Q1 		$2.15M Sell
28,280
-2,050
-7% -$211K 0.07% 241
2019
Q4 		$3.31M Buy
30,330
+3,121
+11% +$337K 0.09% 205
2019
Q3 		$2.91M Buy
27,209
+2,324
+9% +$247K 0.09% 211
2019
Q2 		$2.58M Buy
24,885
+906
+4% +$88.5K 0.08% 225
2019
Q1 		$2.2M Buy
23,979
+8,474
+55% +$760K 0.07% 247
2018
Q4 		$1.23M Buy
15,505
+1,452
+10% +$128K 0.05% 322
2018
Q3 		$1.4M Buy
14,053
+6,173
+78% +$583K 0.05% 309
2018
Q2 		$688K Buy
7,880
+348
+5% +$30.7K 0.03% 383
2018
Q1 		$656K Buy
7,532
+2,291
+44% +$199K 0.03% 428
2017
Q4 		$437K Buy
5,241
+1,624
+45% +$133K 0.02% 612
2017
Q3 		$290K Buy
3,617
+732
+25% +$54.7K 0.01% 698
2017
Q2 		$204K Buy
+2,885
New +$199K 0.01% 846

Other funds holding XAR

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $284M AUM 27.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Advisor Networks's XAR Position: Q1 2024 in Review

Cetera Advisor Networks increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 6.3% in Q1 2024, buying an estimated $405K and bringing the position to 50,862 shares worth $7.15M. The position accounts for 0.04% of the portfolio, ranked #486.

Cetera Advisor Networks first reported a position in XAR in Q2 2017 and has held it in 28 quarters since. 334 funds tracked by Wall St. Rank hold XAR as of Q1 2024.

  • Cetera Advisor Networks held 50,862 shares of State Street SPDR S&P Aerospace & Defense ETF worth $7.15M as of Q1 2024.
  • Cetera Advisor Networks bought 3,019 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2024, an estimated $405K.
  • State Street SPDR S&P Aerospace & Defense ETF made up 0.04% of Cetera Advisor Networks's portfolio in Q1 2024, its #486 holding.
  • Cetera Advisor Networks first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q2 2017 and has held it in 28 quarters since.
  • 334 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.