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

Column Capital Advisors’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 Q3	$66.7K	Hold	595	–	–	0.01%	276
2023 Q2	$72.3K	Hold	595	–	–	0.01%	273
2023 Q1	$69.6K	Hold	595	–	–	0.01%	277
2022 Q4	$65.5K	Hold	595	–	–	0.01%	263
2022 Q3	$55K	Hold	595	–	–	0.01%	260
2022 Q2	$60K	Hold	595	–	–	0.01%	254
2022 Q1	$74K	Buy	+595	New	+$69.8K	0.01%	239

Other funds holding XAR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Column Capital Advisors's XAR Position: Q3 2023 in Review

Column Capital Advisors held its State Street SPDR S&P Aerospace & Defense ETF (XAR) position steady in Q3 2023 at 595 shares worth $66.7K. The position accounts for 0.01% of the portfolio, ranked #276.

Column Capital Advisors first reported a position in XAR in Q1 2022 and has held it in 7 quarters since. The position peaked at $74K in Q1 2022. 261 funds tracked by Wall St. Rank hold XAR as of Q3 2023.

Column Capital Advisors held 595 shares of State Street SPDR S&P Aerospace & Defense ETF worth $66.7K as of Q3 2023.
Column Capital Advisors left its State Street SPDR S&P Aerospace & Defense ETF share count unchanged in Q3 2023.
State Street SPDR S&P Aerospace & Defense ETF made up 0.01% of Column Capital Advisors's portfolio in Q3 2023, its #276 holding.
Column Capital Advisors first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2022 and has held it in 7 quarters since.
Column Capital Advisors's State Street SPDR S&P Aerospace & Defense ETF position peaked at $74K in Q1 2022.
261 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.