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

JP Morgan Private 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
2023 Q3	$1.01M	Sell	9,051 -500	-5%	-$59.8K	﹤0.01%	965
2023 Q2	$1.16M	Sell	9,551 -860	-8%	-$99.9K	0.01%	723
2023 Q1	$1.22M	Sell	10,411 -170	-2%	-$19.8K	﹤0.01%	1081
2022 Q4	$1.16M	Buy	10,581 +713	+7%	+$75.3K	﹤0.01%	1077
2022 Q3	$905K	Sell	9,868 -250	-2%	-$26.1K	﹤0.01%	1189
2022 Q2	$1.02M	Sell	10,118 -188	-2%	-$20.7K	﹤0.01%	1142
2022 Q1	$1.28M	Sell	10,306 -22,197	-68%	-$2.61M	﹤0.01%	1092
2021 Q4	$3.79M	Buy	32,503 +22,282	+218%	+$2.65M	0.01%	691
2021 Q3	$1.22M	Buy	10,221 +210	+2%	+$26K	﹤0.01%	1119
2021 Q2	$1.32M	Buy	10,011 +85	+0.9%	+$10.9K	﹤0.01%	1059
2021 Q1	$1.25M	Sell	9,926 -320	-3%	-$38.7K	﹤0.01%	947
2020 Q4	$1.18M	Sell	10,246 -4,146	-29%	-$420K	﹤0.01%	943
2020 Q3	$1.26M	Sell	14,392 -482	-3%	-$42.8K	﹤0.01%	799
2020 Q2	$1.3M	Sell	14,874 -1,510	-9%	-$125K	0.01%	716
2020 Q1	$1.25M	Buy	16,384 +1,009	+7%	+$104K	0.01%	643
2019 Q4	$1.68M	Buy	15,375 +930	+6%	+$100K	0.01%	648
2019 Q3	$1.54M	Buy	14,445 +920	+7%	+$97.7K	0.01%	638
2019 Q2	$1.41M	Buy	13,525 +60	+0.4%	+$5.86K	0.01%	665
2019 Q1	$1.24M	Buy	13,465 +1,270	+10%	+$114K	0.01%	729
2018 Q4	$962K	Hold	12,195	–	–	0.01%	759
2018 Q3	$1.21M	Hold	12,195	–	–	0.01%	769
2018 Q2	$1.06M	Buy	12,195 +2,110	+21%	+$186K	0.01%	753
2018 Q1	$876K	Buy	10,085 +100	+1%	+$8.68K	0.01%	682
2017 Q4	$834K	Sell	9,985 -30	-0.3%	-$2.45K	0.01%	716
2017 Q3	$799K	Sell	10,015 -6,850	-41%	-$512K	0.01%	691
2017 Q2	$1.19M	Buy	16,865 +665	+4%	+$45.8K	0.01%	573
2017 Q1	$1.08M	Buy	16,200 +6,815	+73%	+$452K	0.01%	606
2016 Q4	$595K	Buy	9,385 +4,440	+90%	+$273K	0.01%	745
2016 Q3	$288K	Buy	4,945 +700	+16%	+$40.5K	﹤0.01%	1004
2016 Q2	$237K	Buy	+4,245	New	+$232K	﹤0.01%	1078

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

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Private Wealth Advisors's XAR Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 5.2% in Q3 2023, selling an estimated $59.8K and leaving 9,051 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #965.

JP Morgan Private Wealth Advisors first reported a position in XAR in Q2 2016 and has held it in 30 quarters since. The position peaked at $3.79M in Q4 2021. 261 funds tracked by Wall St. Rank hold XAR as of Q3 2023.

JP Morgan Private Wealth Advisors held 9,051 shares of State Street SPDR S&P Aerospace & Defense ETF worth $1.01M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 500 State Street SPDR S&P Aerospace & Defense ETF shares in Q3 2023, an estimated $59.8K.
State Street SPDR S&P Aerospace & Defense ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #965 holding.
JP Morgan Private Wealth Advisors first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q2 2016 and has held it in 30 quarters since.
JP Morgan Private Wealth Advisors's State Street SPDR S&P Aerospace & Defense ETF position peaked at $3.79M in Q4 2021.
261 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.