M Holdings Securities’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

M Holdings Securities’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
2021 Q2	–	Sell	-2,166	Closed	-$272K	–	493
2021 Q1	$272K	Buy	+2,166	New	+$262K	0.02%	408
2019 Q2	–	Sell	-2,253	Closed	-$207K	–	358
2019 Q1	$207K	Buy	+2,253	New	+$202K	0.05%	344
2018 Q4	–	Sell	-2,237	Closed	-$223K	–	365
2018 Q3	$223K	Buy	+2,237	New	+$211K	0.06%	322

Other funds holding XAR

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

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

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

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

M Holdings Securities's XAR Position: Q2 2021 in Review

M Holdings Securities sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q2 2021, closing a stake of 2,166 shares — an estimated $272K sold.

M Holdings Securities first reported a position in XAR in Q3 2018 and held it in 3 quarters. The position peaked at $272K in Q1 2021. 211 funds tracked by Wall St. Rank hold XAR as of Q2 2021.

M Holdings Securities reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q2 2021 after selling out during the quarter.
M Holdings Securities sold 2,166 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2021, an estimated $272K.
M Holdings Securities first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2018 and held it in 3 quarters.
M Holdings Securities's State Street SPDR S&P Aerospace & Defense ETF position peaked at $272K in Q1 2021.
211 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2021.

Based on M Holdings Securities's 13F filing for Q2 2021, filed 19 Aug 2021.