Lehman & Derafelo Financial Resources’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Lehman & Derafelo Financial Resources’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 Q4	–	Sell	-13	Closed	-$1K	–	203
2022 Q3	$1K	Hold	13	–	–	﹤0.01%	198
2022 Q2	$1K	Buy	+13	New	+$1.43K	﹤0.01%	202
2021 Q4	–	Sell	-13	Closed	-$2K	–	193
2021 Q3	$2K	Hold	13	–	–	﹤0.01%	195
2021 Q2	$2K	Hold	13	–	–	﹤0.01%	219
2021 Q1	$2K	Hold	13	–	–	﹤0.01%	222
2020 Q4	$1K	Hold	13	–	–	﹤0.01%	226
2020 Q3	$1K	Hold	13	–	–	﹤0.01%	268
2020 Q2	$1K	Sell	13 -43	-77%	-$3.56K	﹤0.01%	254
2020 Q1	$4K	Buy	56 +20	+56%	+$2.06K	﹤0.01%	184
2019 Q4	$4K	Hold	36	–	–	﹤0.01%	192
2019 Q3	$4K	Buy	36 +1	+3%	+$106	﹤0.01%	181
2019 Q2	$4K	Hold	35	–	–	﹤0.01%	173
2019 Q1	$3K	Hold	35	–	–	﹤0.01%	176
2018 Q4	$3K	Buy	+35	New	+$3.08K	﹤0.01%	166

Other funds holding XAR

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

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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Lehman & Derafelo Financial Resources's XAR Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q4 2022, closing a stake of 13 shares — an estimated $1K sold.

Lehman & Derafelo Financial Resources first reported a position in XAR in Q4 2018 and held it in 14 quarters. The position peaked at $4K in Q1 2020. 253 funds tracked by Wall St. Rank hold XAR as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 13 State Street SPDR S&P Aerospace & Defense ETF shares in Q4 2022, an estimated $1K.
Lehman & Derafelo Financial Resources first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2018 and held it in 14 quarters.
Lehman & Derafelo Financial Resources's State Street SPDR S&P Aerospace & Defense ETF position peaked at $4K in Q1 2020.
253 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.