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

Elevation Wealth Partners’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
Q4 		– Sell
-50
Closed -$7.87K – 529
2024
Q3 		$7.87K Buy
+50
New +$7.45K ﹤0.01% 369

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Elevation Wealth Partners's XAR Position: Q4 2024 in Review

Elevation Wealth Partners sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q4 2024, closing a stake of 50 shares — an estimated $7.87K sold.

Elevation Wealth Partners first reported a position in XAR in Q3 2024 and held it in 1 quarter. The position peaked at $7.87K in Q3 2024. 370 funds tracked by Wall St. Rank hold XAR as of Q4 2024.

  • Elevation Wealth Partners reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q4 2024 after selling out during the quarter.
  • Elevation Wealth Partners sold 50 State Street SPDR S&P Aerospace & Defense ETF shares in Q4 2024, an estimated $7.87K.
  • Elevation Wealth Partners first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2024 and held it in 1 quarter.
  • Elevation Wealth Partners's State Street SPDR S&P Aerospace & Defense ETF position peaked at $7.87K in Q3 2024.
  • 370 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q4 2024.

Based on Elevation Wealth Partners's 13F filing for Q4 2024, filed 29 Jan 2025.