Pathstone Family Office’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Pathstone Family Office’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	$217K	Buy	+1,932	New	+$231K	﹤0.01%	1468

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

RJA

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

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

Pathstone Family Office's XAR Position: Q3 2023 in Review

Pathstone Family Office opened a new position in State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q3 2023: 1,932 shares worth $217K. The stake represents ﹤0.01% of the portfolio and ranks #1468 among its holdings.

261 funds tracked by Wall St. Rank hold XAR as of Q3 2023.

Pathstone Family Office held 1,932 shares of State Street SPDR S&P Aerospace & Defense ETF worth $217K as of Q3 2023.
State Street SPDR S&P Aerospace & Defense ETF was a new Pathstone Family Office position in Q3 2023.
State Street SPDR S&P Aerospace & Defense ETF made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1468 holding.
261 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.