JE
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JMAC Enterprises’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

JMAC Enterprises’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
Q3 		– Sell
-1,716
Closed -$209K – 176
2023
Q2 		$209K Buy
+1,716
New +$199K 0.05% 165
2023
Q1 		– Sell
-39,841
Closed -$4.38M – 197
2022
Q4 		$4.38M Sell
39,841
-1,571
-4% -$166K 1.21% 16
2022
Q3 		$3.8M Buy
41,412
+966
+2% +$101K 1.07% 20
2022
Q2 		$4.07M Buy
40,446
+9,700
+32% +$1.07M 1.05% 23
2022
Q1 		$3.83M Buy
30,746
+1,687
+6% +$198K 0.9% 26
2021
Q4 		$3.27M Buy
+29,059
New +$3.46M 0.77% 34

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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return