PCM
XAR icon

Prelude Capital Management’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Prelude Capital 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
2024
Q4 		– Sell
-7,990
Closed -$1.26M – 1624
2024
Q3 		$1.26M Hold
7,990
– – 0.1% 322
2024
Q2 		$1.12M Hold
7,990
– – 0.09% 291
2024
Q1 		$1.12M Hold
7,990
– – 0.08% 364
2023
Q4 		$1.08M Buy
+7,990
New +$984K 0.09% 281
2019
Q4 		– Sell
-864
Closed -$92K – 2466
2019
Q3 		$92K Buy
+864
New +$91.8K 0.01% 986

Other funds holding XAR

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.51B AUM 21.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $255M AUM 23.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return