Independent Portfolio Consultants’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Independent Portfolio Consultants’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
2017 Q2	$20K	Buy	+284	New	+$19.5K	0.01%	612

Other funds holding XAR

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Independent Portfolio Consultants's XAR Position: Q2 2017 in Review

Independent Portfolio Consultants opened a new position in State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q2 2017: 284 shares worth $20K. The stake represents 0.01% of the portfolio and ranks #612 among its holdings.

91 funds tracked by Wall St. Rank hold XAR as of Q2 2017.

Independent Portfolio Consultants held 284 shares of State Street SPDR S&P Aerospace & Defense ETF worth $20K as of Q2 2017.
State Street SPDR S&P Aerospace & Defense ETF was a new Independent Portfolio Consultants position in Q2 2017.
State Street SPDR S&P Aerospace & Defense ETF made up 0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #612 holding.
91 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.