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

Quaker Wealth 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
2020
Q1 		– Sell
-11,492
Closed -$1.25M – 53
2019
Q4 		$1.25M Buy
+11,492
New +$1.24M 0.75% 20

Other funds holding XAR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $255M AUM 23.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Quaker Wealth Management's XAR Position: Q1 2020 in Review

Quaker Wealth Management sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q1 2020, closing a stake of 11,492 shares — an estimated $1.25M sold.

Quaker Wealth Management first reported a position in XAR in Q4 2019 and held it in 1 quarter. The position peaked at $1.25M in Q4 2019. 183 funds tracked by Wall St. Rank hold XAR as of Q1 2020.

  • Quaker Wealth Management reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q1 2020 after selling out during the quarter.
  • Quaker Wealth Management sold 11,492 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2020, an estimated $1.25M.
  • Quaker Wealth Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2019 and held it in 1 quarter.
  • Quaker Wealth Management's State Street SPDR S&P Aerospace & Defense ETF position peaked at $1.25M in Q4 2019.
  • 183 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2020.

Based on Quaker Wealth Management's 13F filing for Q1 2020, filed 14 Apr 2020.