Financial Architects (New Jersey)’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Financial Architects (New Jersey)’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
2020 Q3	–	Sell	-692	Closed	-$61K	–	778
2020 Q2	$61K	Buy	+692	New	+$57.3K	0.01%	389
2017 Q2	–	Sell	-965	Closed	-$64K	–	1647
2017 Q1	$64K	Buy	965 +200	+26%	+$13.3K	0.01%	592
2016 Q4	$48K	Buy	+765	New	+$47K	0.01%	579

Other funds holding XAR

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Financial Architects (New Jersey)'s XAR Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q3 2020, closing a stake of 692 shares — an estimated $61K sold.

Financial Architects (New Jersey) first reported a position in XAR in Q4 2016 and held it in 3 quarters. The position peaked at $64K in Q1 2017. 183 funds tracked by Wall St. Rank hold XAR as of Q3 2020.

Financial Architects (New Jersey) reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 692 State Street SPDR S&P Aerospace & Defense ETF shares in Q3 2020, an estimated $61K.
Financial Architects (New Jersey) first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2016 and held it in 3 quarters.
Financial Architects (New Jersey)'s State Street SPDR S&P Aerospace & Defense ETF position peaked at $64K in Q1 2017.
183 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.