Mezzasalma Advisors’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Mezzasalma Advisors’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 Q3	–	Sell	-1,638	Closed	-$217K	–	104
2021 Q2	$217K	Sell	1,638 -22	-1%	-$2.83K	0.12%	95
2021 Q1	$208K	Buy	+1,660	New	+$201K	0.13%	89

Other funds holding XAR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cumberland Advisors Sarasota, Florida $255M AUM 23.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

EWP

Engrave Wealth Partners The Woodlands, Texas $350M AUM 13.08% 1-Year Est. Return

Mezzasalma Advisors's XAR Position: Q3 2021 in Review

Mezzasalma Advisors sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q3 2021, closing a stake of 1,638 shares — an estimated $217K sold.

Mezzasalma Advisors first reported a position in XAR in Q1 2021 and held it in 2 quarters. The position peaked at $217K in Q2 2021. 199 funds tracked by Wall St. Rank hold XAR as of Q3 2021.

Mezzasalma Advisors reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q3 2021 after selling out during the quarter.
Mezzasalma Advisors sold 1,638 State Street SPDR S&P Aerospace & Defense ETF shares in Q3 2021, an estimated $217K.
Mezzasalma Advisors first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2021 and held it in 2 quarters.
Mezzasalma Advisors's State Street SPDR S&P Aerospace & Defense ETF position peaked at $217K in Q2 2021.
199 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q3 2021.

Based on Mezzasalma Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.