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

IRON Financial’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
2021
Q1 		– Sell
-2,052
Closed -$235K – 131
2020
Q4 		$235K Buy
+2,052
New +$208K 0.12% 103

Other funds holding XAR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return

IRON Financial's XAR Position: Q1 2021 in Review

IRON Financial sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q1 2021, closing a stake of 2,052 shares — an estimated $235K sold.

IRON Financial first reported a position in XAR in Q4 2020 and held it in 1 quarter. The position peaked at $235K in Q4 2020. 209 funds tracked by Wall St. Rank hold XAR as of Q1 2021.

  • IRON Financial reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q1 2021 after selling out during the quarter.
  • IRON Financial sold 2,052 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2021, an estimated $235K.
  • IRON Financial first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2020 and held it in 1 quarter.
  • IRON Financial's State Street SPDR S&P Aerospace & Defense ETF position peaked at $235K in Q4 2020.
  • 209 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2021.

Based on IRON Financial's 13F filing for Q1 2021, filed 7 May 2021.