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Kowal Investment Group’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Kowal Investment Group’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
2021
Q4 		– Sell
-611
Closed -$73K – 958
2021
Q3 		$73K Buy
+611
New +$75.5K 0.02% 198

Other funds holding XAR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $255M AUM 23.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
EWP
Engrave Wealth Partners The Woodlands, Texas $350M AUM 13.08% 1-Year Est. Return

Kowal Investment Group's XAR Position: Q4 2021 in Review

Kowal Investment Group sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q4 2021, closing a stake of 611 shares — an estimated $73K sold.

Kowal Investment Group first reported a position in XAR in Q3 2021 and held it in 1 quarter. The position peaked at $73K in Q3 2021. 213 funds tracked by Wall St. Rank hold XAR as of Q4 2021.

  • Kowal Investment Group reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 611 State Street SPDR S&P Aerospace & Defense ETF shares in Q4 2021, an estimated $73K.
  • Kowal Investment Group first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's State Street SPDR S&P Aerospace & Defense ETF position peaked at $73K in Q3 2021.
  • 213 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.