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

Legacy Wealth Planning’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 Q3	$536K	Hold	5,845	–	–	0.89%	28
2022 Q2	$588K	Sell	5,845 -600	-9%	-$66.1K	0.84%	30
2022 Q1	$804K	Hold	6,445	–	–	0.95%	26
2021 Q4	$751K	Hold	6,445	–	–	0.86%	27
2021 Q3	$769K	Hold	6,445	–	–	0.86%	28
2021 Q2	$853K	Hold	6,445	–	–	0.97%	27
2021 Q1	$809K	Hold	6,445	–	–	1.03%	26
2020 Q4	$739K	Hold	6,445	–	–	0.95%	25
2020 Q3	$563K	Hold	6,445	–	–	0.64%	31
2020 Q2	$565K	Hold	6,445	–	–	0.67%	31
2020 Q1	$490K	Buy	6,445 +400	+7%	+$41.1K	0.78%	30
2019 Q4	$660K	Buy	+6,045	New	+$653K	0.75%	33

Other funds holding XAR

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Legacy Wealth Planning's XAR Position: Q3 2022 in Review

Legacy Wealth Planning held its State Street SPDR S&P Aerospace & Defense ETF (XAR) position steady in Q3 2022 at 5,845 shares worth $536K. The position accounts for 0.89% of the portfolio, ranked #28.

Legacy Wealth Planning first reported a position in XAR in Q4 2019 and has held it in 12 quarters since. The position peaked at $853K in Q2 2021. 220 funds tracked by Wall St. Rank hold XAR as of Q3 2022.

Legacy Wealth Planning held 5,845 shares of State Street SPDR S&P Aerospace & Defense ETF worth $536K as of Q3 2022.
Legacy Wealth Planning left its State Street SPDR S&P Aerospace & Defense ETF share count unchanged in Q3 2022.
State Street SPDR S&P Aerospace & Defense ETF made up 0.89% of Legacy Wealth Planning's portfolio in Q3 2022, its #28 holding.
Legacy Wealth Planning first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2019 and has held it in 12 quarters since.
Legacy Wealth Planning's State Street SPDR S&P Aerospace & Defense ETF position peaked at $853K in Q2 2021.
220 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q3 2022.

Based on Legacy Wealth Planning's 13F filing for Q3 2022, filed 10 Nov 2022.