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
2020 Q1	–	Sell	-394	Closed	-$109K	–	1382
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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cumberland Advisors Sarasota, Florida $255M AUM 23.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

AFA

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Financial Gravity Asset Management's XAR Position: Q1 2020 in Review

Financial Gravity Asset Management sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q1 2020, closing a stake of 394 shares — an estimated $109K sold.

Financial Gravity Asset Management first reported a position in XAR in Q3 2019 and held it in 2 quarters. The position peaked at $195K in Q3 2019. 183 funds tracked by Wall St. Rank hold XAR as of Q1 2020.

Financial Gravity Asset Management reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q1 2020 after selling out during the quarter.
Financial Gravity Asset Management sold 394 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2020, an estimated $109K.
Financial Gravity Asset Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2019 and held it in 2 quarters.
Financial Gravity Asset Management's State Street SPDR S&P Aerospace & Defense ETF position peaked at $195K in Q3 2019.
183 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2020.

Based on Financial Gravity Asset Management's 13F filing for Q1 2020, filed 12 May 2020.