Financial Gravity Asset Management’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Financial Gravity Asset 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 Q4	$109K	Sell	394 -1,430	-78%	-$154K	0.08%	289
2019 Q3	$195K	Buy	+1,824	New	+$194K	0.17%	119

Other funds holding XAR

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return

HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return

Financial Gravity Asset Management's XAR Position: Q4 2019 in Review

Financial Gravity Asset Management reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 78% in Q4 2019, selling an estimated $154K and leaving 394 shares worth $109K. The position accounts for 0.08% of the portfolio, ranked #289.

Financial Gravity Asset Management first reported a position in XAR in Q3 2019 and has held it in 2 quarters since. The position peaked at $195K in Q3 2019. 219 funds tracked by Wall St. Rank hold XAR as of Q4 2019.

Financial Gravity Asset Management held 394 shares of State Street SPDR S&P Aerospace & Defense ETF worth $109K as of Q4 2019.
Financial Gravity Asset Management sold 1,430 State Street SPDR S&P Aerospace & Defense ETF shares in Q4 2019, an estimated $154K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.08% of Financial Gravity Asset Management's portfolio in Q4 2019, its #289 holding.
Financial Gravity Asset Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2019 and has held it in 2 quarters since.
Financial Gravity Asset Management's State Street SPDR S&P Aerospace & Defense ETF position peaked at $195K in Q3 2019.
219 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.