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

Raub Brock 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
2020 Q1	–	Sell	-2,425	Closed	-$265K	–	66
2019 Q4	$265K	Hold	2,425	–	–	0.05%	54
2019 Q3	$259K	Hold	2,425	–	–	0.05%	50
2019 Q2	$252K	Buy	+2,425	New	+$237K	0.05%	46

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

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

Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

Raub Brock Capital Management's XAR Position: Q1 2020 in Review

Raub Brock Capital Management sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q1 2020, closing a stake of 2,425 shares — an estimated $265K sold.

Raub Brock Capital Management first reported a position in XAR in Q2 2019 and held it in 3 quarters. The position peaked at $265K in Q4 2019. 183 funds tracked by Wall St. Rank hold XAR as of Q1 2020.

Raub Brock Capital Management reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q1 2020 after selling out during the quarter.
Raub Brock Capital Management sold 2,425 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2020, an estimated $265K.
Raub Brock Capital Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q2 2019 and held it in 3 quarters.
Raub Brock Capital Management's State Street SPDR S&P Aerospace & Defense ETF position peaked at $265K 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 Raub Brock Capital Management's 13F filing for Q1 2020, filed 21 Apr 2020.