JAWM
XAR icon

J. Arnold Wealth Management’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

J. Arnold Wealth 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
2023
Q1 		– Sell
-234
Closed -$25.8K – 82
2022
Q4 		$25.8K Buy
+234
New +$24.7K 0.01% 62
2021
Q3 		– Sell
-2,077
Closed -$275K – 105
2021
Q2 		$275K Sell
2,077
-300
-13% -$38.5K 0.13% 42
2021
Q1 		$299K Sell
2,377
-1,431
-38% -$173K 0.17% 37
2020
Q4 		$437K Sell
3,808
-189
-5% -$19.2K 0.26% 29
2020
Q3 		$349K Sell
3,997
-3,924
-50% -$348K 0.26% 20
2020
Q2 		$695K Buy
7,921
+6,191
+358% +$513K 0.58% 14
2020
Q1 		$132K Sell
1,730
-1,758
-50% -$181K 0.39% 16
2019
Q4 		$381K Buy
+3,488
New +$377K 0.49% 30

Other funds holding XAR

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $255M AUM 23.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return