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Intelligent Financial Strategies’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Intelligent Financial Strategies’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
-212
Closed -$26K – 120
2022
Q1 		$26K Hold
212
– – 0.03% 88
2021
Q4 		$25K Buy
+212
New +$25.2K 0.02% 92

Other funds holding XAR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BNP Paribas Financial Markets
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Intelligent Financial Strategies's XAR Position: Q2 2022 in Review

Intelligent Financial Strategies sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q2 2022, closing a stake of 212 shares — an estimated $26K sold.

Intelligent Financial Strategies first reported a position in XAR in Q4 2021 and held it in 2 quarters. The position peaked at $26K in Q1 2022. 231 funds tracked by Wall St. Rank hold XAR as of Q2 2022.

  • Intelligent Financial Strategies reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q2 2022 after selling out during the quarter.
  • Intelligent Financial Strategies sold 212 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2022, an estimated $26K.
  • Intelligent Financial Strategies first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2021 and held it in 2 quarters.
  • Intelligent Financial Strategies's State Street SPDR S&P Aerospace & Defense ETF position peaked at $26K 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 Intelligent Financial Strategies's 13F filing for Q2 2022, filed 8 Aug 2022.