DWM
XAR icon

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

Doyle 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
2019
Q3 		– Sell
-50
Closed -$5K – 776
2019
Q2 		$5K Buy
+50
New +$4.88K ﹤0.01% 740

Other funds holding XAR

Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Doyle Wealth Management's XAR Position: Q3 2019 in Review

Doyle Wealth Management sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q3 2019, closing a stake of 50 shares — an estimated $5K sold.

Doyle Wealth Management first reported a position in XAR in Q2 2019 and held it in 1 quarter. The position peaked at $5K in Q2 2019. 200 funds tracked by Wall St. Rank hold XAR as of Q3 2019.

  • Doyle Wealth Management reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 50 State Street SPDR S&P Aerospace & Defense ETF shares in Q3 2019, an estimated $5K.
  • Doyle Wealth Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q2 2019 and held it in 1 quarter.
  • Doyle Wealth Management's State Street SPDR S&P Aerospace & Defense ETF position peaked at $5K in Q2 2019.
  • 200 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.