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Montecito Bank & Trust’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Montecito Bank & Trust’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
Q1 		– Sell
-3,040
Closed -$332K – 218
2019
Q4 		$332K Sell
3,040
-1,457
-32% -$157K 0.09% 178
2019
Q3 		$480K Buy
+4,497
New +$478K 0.14% 138

Other funds holding XAR

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Montecito Bank & Trust's XAR Position: Q1 2020 in Review

Montecito Bank & Trust sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q1 2020, closing a stake of 3,040 shares — an estimated $332K sold.

Montecito Bank & Trust first reported a position in XAR in Q3 2019 and held it in 2 quarters. The position peaked at $480K in Q3 2019. 183 funds tracked by Wall St. Rank hold XAR as of Q1 2020.

  • Montecito Bank & Trust reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q1 2020 after selling out during the quarter.
  • Montecito Bank & Trust sold 3,040 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2020, an estimated $332K.
  • Montecito Bank & Trust first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2019 and held it in 2 quarters.
  • Montecito Bank & Trust's State Street SPDR S&P Aerospace & Defense ETF position peaked at $480K in Q3 2019.
  • 183 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2020.

Based on Montecito Bank & Trust's 13F filing for Q1 2020, filed 23 Apr 2020.