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

Phoenix Financial’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
2020 Q2	–	Sell	-4,888	Closed	-$363K	–	367
2020 Q1	$363K	Sell	4,888 -3,510	-42%	-$361K	0.02%	258
2019 Q4	$911K	Buy	8,398 +2,496	+42%	+$270K	0.04%	161
2019 Q3	$602K	Buy	+5,902	New	+$627K	0.03%	159

Other funds holding XAR

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Phoenix Financial's XAR Position: Q2 2020 in Review

Phoenix Financial sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q2 2020, closing a stake of 4,888 shares — an estimated $363K sold.

Phoenix Financial first reported a position in XAR in Q3 2019 and held it in 3 quarters. The position peaked at $911K in Q4 2019. 197 funds tracked by Wall St. Rank hold XAR as of Q2 2020.

Phoenix Financial reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q2 2020 after selling out during the quarter.
Phoenix Financial sold 4,888 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2020, an estimated $363K.
Phoenix Financial first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2019 and held it in 3 quarters.
Phoenix Financial's State Street SPDR S&P Aerospace & Defense ETF position peaked at $911K in Q4 2019.
197 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2020.

Based on Phoenix Financial's 13F filing for Q2 2020, filed 10 Aug 2020.