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

MBE Wealth 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
2020
Q2 		– Sell
-218
Closed -$16K – 533
2020
Q1 		$16K Buy
+218
New +$22.4K 0.02% 242

Other funds holding XAR

Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MBE Wealth Management's XAR Position: Q2 2020 in Review

MBE Wealth Management sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q2 2020, closing a stake of 218 shares — an estimated $16K sold.

MBE Wealth Management first reported a position in XAR in Q1 2020 and held it in 1 quarter. The position peaked at $16K in Q1 2020. 197 funds tracked by Wall St. Rank hold XAR as of Q2 2020.

  • MBE Wealth Management reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 218 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2020, an estimated $16K.
  • MBE Wealth Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's State Street SPDR S&P Aerospace & Defense ETF position peaked at $16K 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 MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.