Institutional & Family Asset Management’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Institutional & Family Asset Management’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
2024 Q2	$36.4K	Hold	260	–	–	0.01%	270
2024 Q1	$36.5K	Buy	+260	New	+$34.9K	0.01%	270
2022 Q3	–	Sell	-30	Closed	-$3K	–	788
2022 Q2	$3K	Hold	30	–	–	﹤0.01%	572
2022 Q1	$4K	Hold	30	–	–	﹤0.01%	595
2021 Q4	$3K	Buy	+30	New	+$3.57K	﹤0.01%	639

Other funds holding XAR

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

DCM

DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return

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

Institutional & Family Asset Management's XAR Position: Q2 2024 in Review

Institutional & Family Asset Management held its State Street SPDR S&P Aerospace & Defense ETF (XAR) position steady in Q2 2024 at 260 shares worth $36.4K. The position accounts for 0.01% of the portfolio, ranked #270.

Institutional & Family Asset Management first reported a position in XAR in Q4 2021 and has held it in 5 quarters since. The position peaked at $36.5K in Q1 2024. 346 funds tracked by Wall St. Rank hold XAR as of Q2 2024.

Institutional & Family Asset Management held 260 shares of State Street SPDR S&P Aerospace & Defense ETF worth $36.4K as of Q2 2024.
Institutional & Family Asset Management left its State Street SPDR S&P Aerospace & Defense ETF share count unchanged in Q2 2024.
State Street SPDR S&P Aerospace & Defense ETF made up 0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #270 holding.
Institutional & Family Asset Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2021 and has held it in 5 quarters since.
Institutional & Family Asset Management's State Street SPDR S&P Aerospace & Defense ETF position peaked at $36.5K in Q1 2024.
346 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.