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

Ranch Capital Advisors’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
2021 Q4	–	Sell	-201	Closed	-$24K	–	611
2021 Q3	$24K	Hold	201	–	–	0.02%	358
2021 Q2	$26K	Hold	201	–	–	0.02%	438
2021 Q1	$25K	Hold	201	–	–	0.02%	424
2020 Q4	$23K	Buy	201 +51	+34%	+$5.17K	0.02%	443
2020 Q3	$17K	Sell	150 -61	-29%	-$5.41K	0.01%	492
2020 Q2	$19K	Buy	211 +10	+5%	+$829	0.01%	486
2020 Q1	$15K	Hold	201	–	–	0.01%	495
2019 Q4	$22K	Buy	+201	New	+$21.7K	0.02%	490

Other funds holding XAR

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

EWP

Engrave Wealth Partners The Woodlands, Texas $350M AUM 13.08% 1-Year Est. Return

Ranch Capital Advisors's XAR Position: Q4 2021 in Review

Ranch Capital Advisors sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q4 2021, closing a stake of 201 shares — an estimated $24K sold.

Ranch Capital Advisors first reported a position in XAR in Q4 2019 and held it in 8 quarters. The position peaked at $26K in Q2 2021. 213 funds tracked by Wall St. Rank hold XAR as of Q4 2021.

Ranch Capital Advisors reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q4 2021 after selling out during the quarter.
Ranch Capital Advisors sold 201 State Street SPDR S&P Aerospace & Defense ETF shares in Q4 2021, an estimated $24K.
Ranch Capital Advisors first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2019 and held it in 8 quarters.
Ranch Capital Advisors's State Street SPDR S&P Aerospace & Defense ETF position peaked at $26K in Q2 2021.
213 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.