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JFS Wealth Advisors’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

JFS Wealth Advisors’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
Q2 		– Sell
-39
Closed -$5.48K – 2052
2024
Q1 		$5.48K Buy
+39
New +$5.23K ﹤0.01% 1064
2022
Q4 		– Sell
-8
Closed -$1K – 2001
2022
Q3 		$1K Buy
+8
New +$836 ﹤0.01% 1681

Other funds holding XAR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
DCM
DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JFS Wealth Advisors's XAR Position: Q2 2024 in Review

JFS Wealth Advisors sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q2 2024, closing a stake of 39 shares — an estimated $5.48K sold.

JFS Wealth Advisors first reported a position in XAR in Q3 2022 and held it in 2 quarters. The position peaked at $5.48K in Q1 2024. 346 funds tracked by Wall St. Rank hold XAR as of Q2 2024.

  • JFS Wealth Advisors reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q2 2024 after selling out during the quarter.
  • JFS Wealth Advisors sold 39 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2024, an estimated $5.48K.
  • JFS Wealth Advisors first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2022 and held it in 2 quarters.
  • JFS Wealth Advisors's State Street SPDR S&P Aerospace & Defense ETF position peaked at $5.48K in Q1 2024.
  • 346 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2024.

Based on JFS Wealth Advisors's 13F filing for Q2 2024, filed 15 Jul 2024.