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

Herold 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
2022 Q2	–	Sell	-100	Closed	-$12.5K	–	684
2022 Q1	$12.5K	Buy	+100	New	+$11.7K	﹤0.01%	574
2021 Q4	–	Sell	-100	Closed	-$11K	–	658
2021 Q3	$11K	Buy	+100	New	+$12.4K	﹤0.01%	585

Other funds holding XAR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Herold Advisors's XAR Position: Q2 2022 in Review

Herold Advisors sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q2 2022, closing a stake of 100 shares — an estimated $12.5K sold.

Herold Advisors first reported a position in XAR in Q3 2021 and held it in 2 quarters. The position peaked at $12.5K in Q1 2022. 231 funds tracked by Wall St. Rank hold XAR as of Q2 2022.

Herold Advisors reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q2 2022 after selling out during the quarter.
Herold Advisors sold 100 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2022, an estimated $12.5K.
Herold Advisors first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2021 and held it in 2 quarters.
Herold Advisors's State Street SPDR S&P Aerospace & Defense ETF position peaked at $12.5K in Q1 2022.
231 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.