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

Macroview Investment 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
2024 Q1	–	Sell	-93	Closed	-$12.6K	–	707
2023 Q4	$12.6K	Hold	93	–	–	0.01%	218
2023 Q3	$10.4K	Hold	93	–	–	0.01%	250
2023 Q2	$11.3K	Buy	93 +43	+86%	+$5K	0.02%	241
2023 Q1	$5.85K	Hold	50	–	–	0.01%	304
2022 Q4	$5.5K	Hold	50	–	–	0.01%	304
2022 Q3	$5K	Sell	50 -23	-32%	-$2.4K	0.01%	295
2022 Q2	$7K	Hold	73	–	–	0.01%	294
2022 Q1	$9K	Buy	73 +50	+217%	+$5.87K	0.01%	282
2021 Q4	$3K	Hold	23	–	–	﹤0.01%	314
2021 Q3	$3K	Hold	23	–	–	﹤0.01%	312
2021 Q2	$3K	Hold	23	–	–	﹤0.01%	339
2021 Q1	$3K	Hold	23	–	–	﹤0.01%	310
2020 Q4	$3K	Hold	23	–	–	﹤0.01%	289
2020 Q3	$2K	Hold	23	–	–	﹤0.01%	279
2020 Q2	$2K	Buy	+23	New	+$1.91K	﹤0.01%	288
2018 Q4	–	Sell	-20	Closed	-$2K	–	390
2018 Q3	$2K	Buy	+20	New	+$1.89K	0.01%	296

Other funds holding XAR

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

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

Macroview Investment Management's XAR Position: Q1 2024 in Review

Macroview Investment Management sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q1 2024, closing a stake of 93 shares — an estimated $12.6K sold.

Macroview Investment Management first reported a position in XAR in Q3 2018 and held it in 16 quarters. The position peaked at $12.6K in Q4 2023. 334 funds tracked by Wall St. Rank hold XAR as of Q1 2024.

Macroview Investment Management reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q1 2024 after selling out during the quarter.
Macroview Investment Management sold 93 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2024, an estimated $12.6K.
Macroview Investment Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2018 and held it in 16 quarters.
Macroview Investment Management's State Street SPDR S&P Aerospace & Defense ETF position peaked at $12.6K in Q4 2023.
334 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2024.

Based on Macroview Investment Management's 13F filing for Q1 2024, filed 30 Apr 2024.