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Private Capital Management (Colorado)’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Private Capital Management (Colorado)’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
-916
Closed -$144K – 288
2024
Q3 		$144K Buy
+916
New +$136K 0.03% 192

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Private Capital Management (Colorado)'s XAR Position: Q4 2024 in Review

Private Capital Management (Colorado) sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q4 2024, closing a stake of 916 shares — an estimated $144K sold.

Private Capital Management (Colorado) first reported a position in XAR in Q3 2024 and held it in 1 quarter. The position peaked at $144K in Q3 2024. 370 funds tracked by Wall St. Rank hold XAR as of Q4 2024.

  • Private Capital Management (Colorado) reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q4 2024 after selling out during the quarter.
  • Private Capital Management (Colorado) sold 916 State Street SPDR S&P Aerospace & Defense ETF shares in Q4 2024, an estimated $144K.
  • Private Capital Management (Colorado) first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2024 and held it in 1 quarter.
  • Private Capital Management (Colorado)'s State Street SPDR S&P Aerospace & Defense ETF position peaked at $144K in Q3 2024.
  • 370 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q4 2024.

Based on Private Capital Management (Colorado)'s 13F filing for Q4 2024, filed 5 Feb 2025.