Hall Private Wealth Advisors’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Hall Private Wealth Advisors’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 Q4	–	Sell	-4,125	Closed	-$492K	–	54
2021 Q3	$492K	Sell	4,125 -19,191	-82%	-$2.37M	0.31%	36
2021 Q2	$3.08M	Buy	+23,316	New	+$3M	2.01%	21
2020 Q4	$3.42M	Buy	+29,833	New	+$3.02M	2.82%	13

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 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

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

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

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

EWP

Engrave Wealth Partners The Woodlands, Texas $350M AUM 13.08% 1-Year Est. Return

Hall Private Wealth Advisors's XAR Position: Q4 2021 in Review

Hall Private Wealth Advisors sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q4 2021, closing a stake of 4,125 shares — an estimated $492K sold.

Hall Private Wealth Advisors first reported a position in XAR in Q4 2020 and held it in 3 quarters. The position peaked at $3.42M in Q4 2020. 213 funds tracked by Wall St. Rank hold XAR as of Q4 2021.

Hall Private Wealth Advisors reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q4 2021 after selling out during the quarter.
Hall Private Wealth Advisors sold 4,125 State Street SPDR S&P Aerospace & Defense ETF shares in Q4 2021, an estimated $492K.
Hall Private Wealth Advisors first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2020 and held it in 3 quarters.
Hall Private Wealth Advisors's State Street SPDR S&P Aerospace & Defense ETF position peaked at $3.42M in Q4 2020.
213 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q4 2021.

Based on Hall Private Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.