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Houlihan Financial Resource Group’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Houlihan Financial Resource Group’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
2023
Q3 		– Sell
-1,860
Closed -$216K – 172
2023
Q2 		$216K Buy
+1,860
New +$216K 0.01% 126

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Houlihan Financial Resource Group's XAR Position: Q3 2023 in Review

Houlihan Financial Resource Group sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q3 2023, closing a stake of 1,860 shares — an estimated $216K sold.

Houlihan Financial Resource Group first reported a position in XAR in Q2 2023 and held it in 1 quarter. The position peaked at $216K in Q2 2023. 261 funds tracked by Wall St. Rank hold XAR as of Q3 2023.

  • Houlihan Financial Resource Group reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q3 2023 after selling out during the quarter.
  • Houlihan Financial Resource Group sold 1,860 State Street SPDR S&P Aerospace & Defense ETF shares in Q3 2023, an estimated $216K.
  • Houlihan Financial Resource Group first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q2 2023 and held it in 1 quarter.
  • Houlihan Financial Resource Group's State Street SPDR S&P Aerospace & Defense ETF position peaked at $216K in Q2 2023.
  • 261 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q3 2023.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2023, filed 9 Nov 2023.