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

Ironwood 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 Q4	–	Sell	-35	Closed	-$4K	–	550
2021 Q3	$4K	Hold	35	–	–	﹤0.01%	461
2021 Q2	$5K	Hold	35	–	–	﹤0.01%	439
2021 Q1	$4K	Hold	35	–	–	﹤0.01%	440
2020 Q4	$4K	Hold	35	–	–	﹤0.01%	402
2020 Q3	$3K	Buy	+35	New	+$3.1K	﹤0.01%	375

Other funds holding XAR

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

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

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

Cumberland Advisors Sarasota, Florida $255M AUM 23.24% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

EWP

Engrave Wealth Partners The Woodlands, Texas $350M AUM 13.08% 1-Year Est. Return

Ironwood Financial's XAR Position: Q4 2021 in Review

Ironwood Financial sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q4 2021, closing a stake of 35 shares — an estimated $4K sold.

Ironwood Financial first reported a position in XAR in Q3 2020 and held it in 5 quarters. The position peaked at $5K in Q2 2021. 213 funds tracked by Wall St. Rank hold XAR as of Q4 2021.

Ironwood Financial reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 35 State Street SPDR S&P Aerospace & Defense ETF shares in Q4 2021, an estimated $4K.
Ironwood Financial first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2020 and held it in 5 quarters.
Ironwood Financial's State Street SPDR S&P Aerospace & Defense ETF position peaked at $5K in Q2 2021.
213 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.