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

Nauset 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
2022 Q1	$31K	Buy	+250	New	+$29.3K	0.02%	152

Other funds holding XAR

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

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

CCP

Clough Capital Partners Boston, Massachusetts $1.23B AUM 51.32% 1-Year Est. Return

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

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

Nauset Wealth Management's XAR Position: Q1 2022 in Review

Nauset Wealth Management opened a new position in State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q1 2022: 250 shares worth $31K. The stake represents 0.02% of the portfolio and ranks #152 among its holdings.

239 funds tracked by Wall St. Rank hold XAR as of Q1 2022.

Nauset Wealth Management held 250 shares of State Street SPDR S&P Aerospace & Defense ETF worth $31K as of Q1 2022.
State Street SPDR S&P Aerospace & Defense ETF was a new Nauset Wealth Management position in Q1 2022.
State Street SPDR S&P Aerospace & Defense ETF made up 0.02% of Nauset Wealth Management's portfolio in Q1 2022, its #152 holding.
239 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.