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

Cornerstone Planning Group’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 Q4	$6.78K	Buy	+61	New	+$6.44K	﹤0.01%	761

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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Cornerstone Planning Group's XAR Position: Q4 2022 in Review

Cornerstone Planning Group opened a new position in State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q4 2022: 61 shares worth $6.78K. The stake represents ﹤0.01% of the portfolio and ranks #761 among its holdings.

253 funds tracked by Wall St. Rank hold XAR as of Q4 2022.

Cornerstone Planning Group held 61 shares of State Street SPDR S&P Aerospace & Defense ETF worth $6.78K as of Q4 2022.
State Street SPDR S&P Aerospace & Defense ETF was a new Cornerstone Planning Group position in Q4 2022.
State Street SPDR S&P Aerospace & Defense ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q4 2022, its #761 holding.
253 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q4 2022.

Based on Cornerstone Planning Group's 13F filing for Q4 2022, filed 14 Feb 2023.