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

One Plus One 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
2023 Q3	–	Sell	-57,975	Closed	-$7.05M	–	98
2023 Q2	$7.05M	Buy	+57,975	New	+$6.74M	4.5%	4

Other funds holding XAR

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

One Plus One Wealth Management's XAR Position: Q3 2023 in Review

One Plus One Wealth Management sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q3 2023, closing a stake of 57,975 shares — an estimated $7.05M sold.

One Plus One Wealth Management first reported a position in XAR in Q2 2023 and held it in 1 quarter. The position peaked at $7.05M in Q2 2023. 261 funds tracked by Wall St. Rank hold XAR as of Q3 2023.

One Plus One Wealth Management reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q3 2023 after selling out during the quarter.
One Plus One Wealth Management sold 57,975 State Street SPDR S&P Aerospace & Defense ETF shares in Q3 2023, an estimated $7.05M.
One Plus One Wealth Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q2 2023 and held it in 1 quarter.
One Plus One Wealth Management's State Street SPDR S&P Aerospace & Defense ETF position peaked at $7.05M in Q2 2023.
261 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q3 2023.

Based on One Plus One Wealth Management's 13F filing for Q3 2023, filed 12 Oct 2023.