LVZ Inc’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

LVZ Inc’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
2020 Q2	–	Sell	-3,330	Closed	-$858K	–	79
2020 Q1	$858K	Buy	3,330 +1,283	+63%	+$132K	0.21%	31
2019 Q4	$223K	Hold	2,047	–	–	0.04%	82
2019 Q3	$219K	Buy	+2,047	New	+$217K	0.05%	73

Other funds holding XAR

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LVZ Inc's XAR Position: Q2 2020 in Review

LVZ Inc sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q2 2020, closing a stake of 3,330 shares — an estimated $858K sold.

LVZ Inc first reported a position in XAR in Q3 2019 and held it in 3 quarters. The position peaked at $858K in Q1 2020. 197 funds tracked by Wall St. Rank hold XAR as of Q2 2020.

LVZ Inc reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q2 2020 after selling out during the quarter.
LVZ Inc sold 3,330 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2020, an estimated $858K.
LVZ Inc first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2019 and held it in 3 quarters.
LVZ Inc's State Street SPDR S&P Aerospace & Defense ETF position peaked at $858K in Q1 2020.
197 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2020.

Based on LVZ Inc's 13F filing for Q2 2020, filed 13 Jul 2020.