Mark Sheptoff Financial Planning’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Mark Sheptoff Financial Planning’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 Q1	–	Sell	-90	Closed	-$7K	–	369
2018 Q4	$7K	Hold	90	–	–	0.01%	267
2018 Q3	$9K	Hold	90	–	–	0.01%	301
2018 Q2	$8K	Hold	90	–	–	0.01%	300
2018 Q1	$8K	Hold	90	–	–	0.01%	312
2017 Q4	$8K	Buy	+90	New	+$7.36K	0.01%	302

Other funds holding XAR

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

BHB

Bank Hapoalim BM Tel Aviv, Israel $1.5B AUM 26.39% 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

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

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

ACM

Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return

Mark Sheptoff Financial Planning's XAR Position: Q1 2019 in Review

Mark Sheptoff Financial Planning sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q1 2019, closing a stake of 90 shares — an estimated $7K sold.

Mark Sheptoff Financial Planning first reported a position in XAR in Q4 2017 and held it in 5 quarters. The position peaked at $9K in Q3 2018. 160 funds tracked by Wall St. Rank hold XAR as of Q1 2019.

Mark Sheptoff Financial Planning reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q1 2019 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 90 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2019, an estimated $7K.
Mark Sheptoff Financial Planning first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2017 and held it in 5 quarters.
Mark Sheptoff Financial Planning's State Street SPDR S&P Aerospace & Defense ETF position peaked at $9K in Q3 2018.
160 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2019.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2019, filed 10 May 2019.