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

Parkside Financial 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
2024 Q1	–	Sell	-39	Closed	-$5.28K	–	2106
2023 Q4	$5.28K	Hold	39	–	–	﹤0.01%	1293
2023 Q3	$4.37K	Hold	39	–	–	﹤0.01%	1412
2023 Q2	$4.74K	Hold	39	–	–	﹤0.01%	1397
2023 Q1	$4.56K	Hold	39	–	–	﹤0.01%	1394
2022 Q4	$4.29K	Buy	+39	New	+$4.12K	﹤0.01%	1378

Other funds holding XAR

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $3.19B AUM 23.22% 1-Year Est. Return

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

Parkside Financial Bank & Trust's XAR Position: Q1 2024 in Review

Parkside Financial Bank & Trust sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q1 2024, closing a stake of 39 shares — an estimated $5.28K sold.

Parkside Financial Bank & Trust first reported a position in XAR in Q4 2022 and held it in 5 quarters. The position peaked at $5.28K in Q4 2023. 334 funds tracked by Wall St. Rank hold XAR as of Q1 2024.

Parkside Financial Bank & Trust reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q1 2024 after selling out during the quarter.
Parkside Financial Bank & Trust sold 39 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2024, an estimated $5.28K.
Parkside Financial Bank & Trust first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2022 and held it in 5 quarters.
Parkside Financial Bank & Trust's State Street SPDR S&P Aerospace & Defense ETF position peaked at $5.28K in Q4 2023.
334 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2024.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2024, filed 1 May 2024.