Kings Point Capital Management’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Kings Point Capital 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
2022 Q1	$25K	Hold	200	–	–	﹤0.01%	449
2021 Q4	$23K	Hold	200	–	–	﹤0.01%	516
2021 Q3	$24K	Hold	200	–	–	﹤0.01%	464
2021 Q2	$26K	Hold	200	–	–	﹤0.01%	431
2021 Q1	$25K	Hold	200	–	–	﹤0.01%	427
2020 Q4	$23K	Hold	200	–	–	﹤0.01%	404
2020 Q3	$17K	Hold	200	–	–	﹤0.01%	431
2020 Q2	$18K	Hold	200	–	–	﹤0.01%	378
2020 Q1	$15K	Hold	200	–	–	﹤0.01%	410
2019 Q4	$22K	Hold	200	–	–	﹤0.01%	408
2019 Q3	$21K	Buy	+200	New	+$21.2K	﹤0.01%	395
2018 Q2	–	Sell	-658	Closed	-$57K	–	373
2018 Q1	$57K	Buy	+658	New	+$57.1K	0.01%	223

Other funds holding XAR

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

CCP

Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Kings Point Capital Management's XAR Position: Q1 2022 in Review

Kings Point Capital Management held its State Street SPDR S&P Aerospace & Defense ETF (XAR) position steady in Q1 2022 at 200 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #449.

Kings Point Capital Management first reported a position in XAR in Q1 2018 and has held it in 12 quarters since. The position peaked at $57K in Q1 2018. 239 funds tracked by Wall St. Rank hold XAR as of Q1 2022.

Kings Point Capital Management held 200 shares of State Street SPDR S&P Aerospace & Defense ETF worth $25K as of Q1 2022.
Kings Point Capital Management left its State Street SPDR S&P Aerospace & Defense ETF share count unchanged in Q1 2022.
State Street SPDR S&P Aerospace & Defense ETF made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #449 holding.
Kings Point Capital Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2018 and has held it in 12 quarters since.
Kings Point Capital Management's State Street SPDR S&P Aerospace & Defense ETF position peaked at $57K in Q1 2018.
239 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.