Meridian Financial Partners’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Meridian Financial Partners’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
2022 Q4	–	Sell	-2,500	Closed	-$233K	–	53
2022 Q3	$233K	Hold	2,500	–	–	0.33%	41
2022 Q2	$262K	Hold	2,500	–	–	0.18%	77
2022 Q1	$312K	Hold	2,500	–	–	0.47%	37
2021 Q4	$288K	Hold	2,500	–	–	0.19%	69
2021 Q3	$307K	Hold	2,500	–	–	0.21%	67
2021 Q2	$314K	Hold	2,500	–	–	0.21%	67
2021 Q1	$312K	Hold	2,500	–	–	0.23%	60
2020 Q4	$302K	Hold	2,500	–	–	0.23%	58
2020 Q3	$224K	Hold	2,500	–	–	0.19%	60
2020 Q2	$210K	Buy	+2,500	New	+$207K	0.19%	59

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

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Meridian Financial Partners's XAR Position: Q4 2022 in Review

Meridian Financial Partners sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q4 2022, closing a stake of 2,500 shares — an estimated $233K sold.

Meridian Financial Partners first reported a position in XAR in Q2 2020 and held it in 10 quarters. The position peaked at $314K in Q2 2021. 253 funds tracked by Wall St. Rank hold XAR as of Q4 2022.

Meridian Financial Partners reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q4 2022 after selling out during the quarter.
Meridian Financial Partners sold 2,500 State Street SPDR S&P Aerospace & Defense ETF shares in Q4 2022, an estimated $233K.
Meridian Financial Partners first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q2 2020 and held it in 10 quarters.
Meridian Financial Partners's State Street SPDR S&P Aerospace & Defense ETF position peaked at $314K in Q2 2021.
253 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q4 2022.

Based on Meridian Financial Partners's 13F filing for Q4 2022, filed 20 Jan 2023.