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

Comprehensive Wealth Management’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
2022
Q1 		– Sell
-2,838
Closed -$331K – 42
2021
Q4 		$331K Buy
2,838
+596
+27% +$70.9K 0.24% 14
2021
Q3 		$267K Buy
+2,242
New +$277K 0.25% 14

Other funds holding XAR

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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
CCP
Clough Capital Partners Boston, Massachusetts $1.23B AUM 51.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Comprehensive Wealth Management's XAR Position: Q1 2022 in Review

Comprehensive Wealth Management sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q1 2022, closing a stake of 2,838 shares — an estimated $331K sold.

Comprehensive Wealth Management first reported a position in XAR in Q3 2021 and held it in 2 quarters. The position peaked at $331K in Q4 2021. 239 funds tracked by Wall St. Rank hold XAR as of Q1 2022.

  • Comprehensive Wealth Management reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q1 2022 after selling out during the quarter.
  • Comprehensive Wealth Management sold 2,838 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2022, an estimated $331K.
  • Comprehensive Wealth Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2021 and held it in 2 quarters.
  • Comprehensive Wealth Management's State Street SPDR S&P Aerospace & Defense ETF position peaked at $331K in Q4 2021.
  • 239 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2022.

Based on Comprehensive Wealth Management's 13F filing for Q1 2022, filed 12 Jan 2024.