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

Liberty Wealth Management’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
2019
Q3 		– Sell
-150
Closed -$16K – 998
2019
Q2 		$16K Buy
+150
New +$14.6K 0.01% 450

Other funds holding XAR

Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return

Liberty Wealth Management's XAR Position: Q3 2019 in Review

Liberty Wealth Management sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q3 2019, closing a stake of 150 shares — an estimated $16K sold.

Liberty Wealth Management first reported a position in XAR in Q2 2019 and held it in 1 quarter. The position peaked at $16K in Q2 2019. 200 funds tracked by Wall St. Rank hold XAR as of Q3 2019.

  • Liberty Wealth Management reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q3 2019 after selling out during the quarter.
  • Liberty Wealth Management sold 150 State Street SPDR S&P Aerospace & Defense ETF shares in Q3 2019, an estimated $16K.
  • Liberty Wealth Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q2 2019 and held it in 1 quarter.
  • Liberty Wealth Management's State Street SPDR S&P Aerospace & Defense ETF position peaked at $16K in Q2 2019.
  • 200 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q3 2019.

Based on Liberty Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.