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

Northwest Financial 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
2024
Q1 		– Sell
-50
Closed -$6.77K – 539
2023
Q4 		$6.77K Buy
+50
New +$6.16K 0.01% 413

Other funds holding XAR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
DCM
DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Northwest Financial Advisors's XAR Position: Q1 2024 in Review

Northwest Financial Advisors sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q1 2024, closing a stake of 50 shares — an estimated $6.77K sold.

Northwest Financial Advisors first reported a position in XAR in Q4 2023 and held it in 1 quarter. The position peaked at $6.77K in Q4 2023. 335 funds tracked by Wall St. Rank hold XAR as of Q1 2024.

  • Northwest Financial Advisors reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q1 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 50 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2024, an estimated $6.77K.
  • Northwest Financial Advisors first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2023 and held it in 1 quarter.
  • Northwest Financial Advisors's State Street SPDR S&P Aerospace & Defense ETF position peaked at $6.77K in Q4 2023.
  • 335 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2024.

Based on Northwest Financial Advisors's 13F filing for Q1 2024, filed 9 May 2024.