FWM
XAR icon

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

Focused 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
2021
Q1 		– Sell
-1
Closed – – 1019
2020
Q4 		$0 Hold
1
– – ﹤0.01% 914
2020
Q3 		$0 Hold
1
– – ﹤0.01% 882
2020
Q2 		$0 Hold
1
– – ﹤0.01% 840
2020
Q1 		$0 Hold
1
– – ﹤0.01% 784
2019
Q4 		$0 Hold
1
– – ﹤0.01% 780
2019
Q3 		$0 Hold
1
– – ﹤0.01% 786
2019
Q2 		$0 Hold
1
– – ﹤0.01% 812
2019
Q1 		$0 Hold
1
– – ﹤0.01% 761
2018
Q4 		$0 Hold
1
– – ﹤0.01% 763
2018
Q3 		$0 Buy
+1
New +$94 ﹤0.01% 724

Other funds holding XAR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $255M AUM 23.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return

Focused Wealth Management's XAR Position: Q1 2021 in Review

Focused Wealth Management sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q1 2021, closing a stake of 1 share.

Focused Wealth Management first reported a position in XAR in Q3 2018 and held it in 10 quarters. The position peaked at $0 in Q4 2020. 209 funds tracked by Wall St. Rank hold XAR as of Q1 2021.

  • Focused Wealth Management reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q1 2021 after selling out during the quarter.
  • Focused Wealth Management sold 1 State Street SPDR S&P Aerospace & Defense ETF share in Q1 2021.
  • Focused Wealth Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2018 and held it in 10 quarters.
  • Focused Wealth Management's State Street SPDR S&P Aerospace & Defense ETF position peaked at $0 in Q4 2020.
  • 209 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2021.

Based on Focused Wealth Management's 13F filing for Q1 2021, filed 3 May 2021.