HWMA
XAR icon

Heritage Wealth Management (Arizona)’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		– Sell
-200
Closed -$18K – 1107
2022
Q3 		$18K Hold
200
– – 0.01% 557
2022
Q2 		$20.1K Hold
200
– – 0.01% 542
2022
Q1 		$25K Buy
+200
New +$23.5K 0.01% 565

Other funds holding XAR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s XAR Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q4 2022, closing a stake of 200 shares — an estimated $18K sold.

Heritage Wealth Management (Arizona) first reported a position in XAR in Q1 2022 and held it in 3 quarters. The position peaked at $25K in Q1 2022. 253 funds tracked by Wall St. Rank hold XAR as of Q4 2022.

  • Heritage Wealth Management (Arizona) reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q4 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 200 State Street SPDR S&P Aerospace & Defense ETF shares in Q4 2022, an estimated $18K.
  • Heritage Wealth Management (Arizona) first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2022 and held it in 3 quarters.
  • Heritage Wealth Management (Arizona)'s State Street SPDR S&P Aerospace & Defense ETF position peaked at $25K in Q1 2022.
  • 253 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.