LNC
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Lincoln National Corp’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Lincoln National Corp’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
Q2 		– Sell
-17,737
Closed -$2.49M – 1139
2024
Q1 		$2.49M Buy
17,737
+3,486
+24% +$468K 0.04% 285
2023
Q4 		$1.93M Buy
14,251
+1,824
+15% +$225K 0.03% 295
2023
Q3 		$1.39M Sell
12,427
-52
-0.4% -$6.22K 0.03% 329
2023
Q2 		$1.52M Sell
12,479
-646
-5% -$75.1K 0.03% 312
2023
Q1 		$1.53M Sell
13,125
-782
-6% -$90.9K 0.03% 289
2022
Q4 		$1.53M Sell
13,907
-290
-2% -$30.6K 0.03% 273
2022
Q3 		$1.3M Sell
14,197
-41
-0.3% -$4.29K 0.03% 287
2022
Q2 		$1.43M Buy
14,238
+1,162
+9% +$128K 0.03% 264
2022
Q1 		$1.63M Buy
13,076
+54
+0.4% +$6.34K 0.03% 266
2021
Q4 		$1.52M Buy
13,022
+86
+0.7% +$10.2K 0.03% 264
2021
Q3 		$1.54M Buy
12,936
+2,470
+24% +$305K 0.03% 242
2021
Q2 		$1.39M Sell
10,466
-344
-3% -$44.2K 0.03% 255
2021
Q1 		$1.36M Buy
10,810
+209
+2% +$25.3K 0.03% 241
2020
Q4 		$1.22M Sell
10,601
-741
-7% -$75.1K 0.03% 247
2020
Q3 		$991K Buy
11,342
+988
+10% +$87.7K 0.03% 255
2020
Q2 		$908K Buy
10,354
+92
+0.9% +$7.62K 0.03% 265
2020
Q1 		$780K Buy
10,262
+2,068
+25% +$213K 0.03% 255
2019
Q4 		$894K Sell
8,194
-1,241
-13% -$134K 0.03% 285
2019
Q3 		$1.01M Buy
9,435
+3,891
+70% +$413K 0.04% 223
2019
Q2 		$576K Buy
5,544
+518
+10% +$50.6K 0.02% 293
2019
Q1 		$461K Buy
+5,026
New +$451K 0.02% 311

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
DCM
DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Lincoln National Corp's XAR Position: Q2 2024 in Review

Lincoln National Corp sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q2 2024, closing a stake of 17,737 shares — an estimated $2.49M sold.

Lincoln National Corp first reported a position in XAR in Q1 2019 and held it in 21 quarters. The position peaked at $2.49M in Q1 2024. 347 funds tracked by Wall St. Rank hold XAR as of Q2 2024.

  • Lincoln National Corp reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 17,737 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2024, an estimated $2.49M.
  • Lincoln National Corp first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2019 and held it in 21 quarters.
  • Lincoln National Corp's State Street SPDR S&P Aerospace & Defense ETF position peaked at $2.49M in Q1 2024.
  • 347 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.