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

Merrion 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
2021
Q1 		– Sell
-1,500
Closed -$172K – 243
2020
Q4 		$172K Buy
+1,500
New +$152K 0.15% 89

Other funds holding XAR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return

Merrion Investment Management's XAR Position: Q1 2021 in Review

Merrion Investment Management sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q1 2021, closing a stake of 1,500 shares — an estimated $172K sold.

Merrion Investment Management first reported a position in XAR in Q4 2020 and held it in 1 quarter. The position peaked at $172K in Q4 2020. 209 funds tracked by Wall St. Rank hold XAR as of Q1 2021.

  • Merrion Investment Management reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q1 2021 after selling out during the quarter.
  • Merrion Investment Management sold 1,500 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2021, an estimated $172K.
  • Merrion Investment Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2020 and held it in 1 quarter.
  • Merrion Investment Management's State Street SPDR S&P Aerospace & Defense ETF position peaked at $172K in Q4 2020.
  • 209 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2021.

Based on Merrion Investment Management's 13F filing for Q1 2021, filed 29 Apr 2021.