Laffer Tengler Investments’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Laffer Tengler Investments’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 Q3	–	Sell	-227	Closed	-$31.8K	–	350
2024 Q2	$31.8K	Sell	227 -480	-68%	-$67K	0.01%	262
2024 Q1	$99.3K	Sell	707 -2,206	-76%	-$296K	0.03%	194
2023 Q4	$394K	Sell	2,913 -664	-19%	-$81.8K	0.1%	110
2023 Q3	$401K	Sell	3,577 -1,000	-22%	-$120K	0.12%	108
2023 Q2	$556K	Sell	4,577 -967	-17%	-$112K	0.15%	133
2023 Q1	$648K	Sell	5,544 -175	-3%	-$20.4K	0.18%	125
2022 Q4	$629K	Buy	5,719 +3,371	+144%	+$356K	0.18%	123
2022 Q3	$215K	Buy	2,348 +479	+26%	+$50.1K	0.08%	173
2022 Q2	$188K	Buy	1,869 +476	+34%	+$52.5K	0.07%	184
2022 Q1	$174K	Buy	+1,393	New	+$163K	0.05%	204

Other funds holding XAR

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Howard Capital Management Group Los Angeles, California $1.51B AUM 21.57% 1-Year Est. Return

Cumberland Advisors Sarasota, Florida $255M AUM 23.24% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return