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

Custom Portfolio 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
2024
Q2 		$43K Buy
307
+46
+18% +$6.42K 0.03% 112
2024
Q1 		$36.7K Hold
261
– – 0.03% 119
2023
Q4 		$35.3K Buy
+261
New +$32.1K 0.03% 114

Other funds holding XAR

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $3.91B AUM 36.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Custom Portfolio Group's XAR Position: Q2 2024 in Review

Custom Portfolio Group increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 18% in Q2 2024, buying an estimated $6.42K and bringing the position to 307 shares worth $43K. The position accounts for 0.03% of the portfolio, ranked #112.

Custom Portfolio Group first reported a position in XAR in Q4 2023 and has held it in 3 quarters since. 346 funds tracked by Wall St. Rank hold XAR as of Q2 2024.

  • Custom Portfolio Group held 307 shares of State Street SPDR S&P Aerospace & Defense ETF worth $43K as of Q2 2024.
  • Custom Portfolio Group bought 46 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2024, an estimated $6.42K.
  • State Street SPDR S&P Aerospace & Defense ETF made up 0.03% of Custom Portfolio Group's portfolio in Q2 2024, its #112 holding.
  • Custom Portfolio Group first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2023 and has held it in 3 quarters since.
  • 346 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.