Gradient Investments’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Gradient Investments’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	-911	Closed	-$80K	–	1309
2020 Q4	$80K	Hold	911	–	–	﹤0.01%	343
2020 Q3	$80K	Buy	+911	New	+$80.8K	﹤0.01%	343
2019 Q3	–	Sell	-277	Closed	-$29K	–	1253
2019 Q2	$29K	Buy	+277	New	+$27K	﹤0.01%	459

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

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

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

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

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

AFA

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

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

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return

Gradient Investments's XAR Position: Q1 2021 in Review

Gradient Investments sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q1 2021, closing a stake of 911 shares — an estimated $80K sold.

Gradient Investments first reported a position in XAR in Q2 2019 and held it in 3 quarters. The position peaked at $80K in Q4 2020. 209 funds tracked by Wall St. Rank hold XAR as of Q1 2021.

Gradient Investments reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q1 2021 after selling out during the quarter.
Gradient Investments sold 911 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2021, an estimated $80K.
Gradient Investments first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q2 2019 and held it in 3 quarters.
Gradient Investments's State Street SPDR S&P Aerospace & Defense ETF position peaked at $80K 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 Gradient Investments's 13F filing for Q1 2021, filed 21 Apr 2021.