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

Legacy Investment Solutions’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
Q4 		$347 Hold
2
– – ﹤0.01% 687
2024
Q3 		$343 Buy
+2
New +$298 ﹤0.01% 636

Other funds holding XAR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Legacy Investment Solutions's XAR Position: Q4 2024 in Review

Legacy Investment Solutions held its State Street SPDR S&P Aerospace & Defense ETF (XAR) position steady in Q4 2024 at 2 shares worth $347. The position accounts for ﹤0.01% of the portfolio, ranked #687.

Legacy Investment Solutions first reported a position in XAR in Q3 2024 and has held it in 2 quarters since. 370 funds tracked by Wall St. Rank hold XAR as of Q4 2024.

  • Legacy Investment Solutions held 2 shares of State Street SPDR S&P Aerospace & Defense ETF worth $347 as of Q4 2024.
  • Legacy Investment Solutions left its State Street SPDR S&P Aerospace & Defense ETF share count unchanged in Q4 2024.
  • State Street SPDR S&P Aerospace & Defense ETF made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q4 2024, its #687 holding.
  • Legacy Investment Solutions first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2024 and has held it in 2 quarters since.
  • 370 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q4 2024.

Based on Legacy Investment Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.