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

INVST’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 Q3	–	Sell	-1,881	Closed	-$262K	–	283
2024 Q2	$262K	Buy	+1,881	New	+$262K	0.03%	224

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

INVST's XAR Position: Q3 2024 in Review

INVST sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q3 2024, closing a stake of 1,881 shares — an estimated $262K sold.

INVST first reported a position in XAR in Q2 2024 and held it in 1 quarter. The position peaked at $262K in Q2 2024. 345 funds tracked by Wall St. Rank hold XAR as of Q3 2024.

INVST reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q3 2024 after selling out during the quarter.
INVST sold 1,881 State Street SPDR S&P Aerospace & Defense ETF shares in Q3 2024, an estimated $262K.
INVST first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q2 2024 and held it in 1 quarter.
INVST's State Street SPDR S&P Aerospace & Defense ETF position peaked at $262K in Q2 2024.
345 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q3 2024.

Based on INVST's 13F filing for Q3 2024, filed 19 Nov 2024.