Jackson Grant Investment Advisers’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Jackson Grant Investment Advisers’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 Q4	–	Sell	-25	Closed	-$2K	–	346
2022 Q3	$2K	Hold	25	–	–	﹤0.01%	342
2022 Q2	$3K	Hold	25	–	–	﹤0.01%	345
2022 Q1	$3K	Hold	25	–	–	﹤0.01%	349
2021 Q4	$3K	Hold	25	–	–	﹤0.01%	280
2021 Q3	$3K	Hold	25	–	–	﹤0.01%	348
2021 Q2	$3K	Hold	25	–	–	﹤0.01%	363
2021 Q1	$3K	Buy	+25	New	+$3.02K	﹤0.01%	360

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

Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Jackson Grant Investment Advisers's XAR Position: Q4 2022 in Review

Jackson Grant Investment Advisers sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q4 2022, closing a stake of 25 shares — an estimated $2K sold.

Jackson Grant Investment Advisers first reported a position in XAR in Q1 2021 and held it in 7 quarters. The position peaked at $3K in Q2 2022. 253 funds tracked by Wall St. Rank hold XAR as of Q4 2022.

Jackson Grant Investment Advisers reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q4 2022 after selling out during the quarter.
Jackson Grant Investment Advisers sold 25 State Street SPDR S&P Aerospace & Defense ETF shares in Q4 2022, an estimated $2K.
Jackson Grant Investment Advisers first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2021 and held it in 7 quarters.
Jackson Grant Investment Advisers's State Street SPDR S&P Aerospace & Defense ETF position peaked at $3K in Q2 2022.
253 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q4 2022.

Based on Jackson Grant Investment Advisers's 13F filing for Q4 2022, filed 26 Jan 2023.