GA
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Gateway Advisory’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Gateway Advisory’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
2016
Q1 		– Sell
-6,598
Closed -$349K – 53
2015
Q4 		$349K Sell
6,598
-430
-6% -$22.9K 0.16% 35
2015
Q3 		$351K Hold
7,028
– – 0.17% 31
2015
Q2 		$402K Hold
7,028
– – 0.18% 34
2015
Q1 		$414K Sell
7,028
-100
-1% -$5.65K 0.18% 32
2014
Q4 		$389K Hold
7,128
– – 0.18% 31
2014
Q3 		$356K Buy
7,128
+1,104
+18% +$55.1K 0.16% 33
2014
Q2 		$300K Hold
6,024
– – 0.14% 37
2014
Q1 		$308K Buy
6,024
+220
+4% +$11.1K 0.15% 38
2013
Q4 		$287K Buy
+5,804
New +$268K 0.16% 37

Other funds holding XAR

CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CAS
Cue Advisory Services Phoenix, Arizona $167M AUM 18.62% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return