Retirement Group’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Retirement Group’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 Q1	$16.2K	Buy	+115	New	+$15.4K	0.01%	389

Other funds holding XAR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

DCM

DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Retirement Group's XAR Position: Q1 2024 in Review

Retirement Group opened a new position in State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q1 2024: 115 shares worth $16.2K. The stake represents 0.01% of the portfolio and ranks #389 among its holdings.

334 funds tracked by Wall St. Rank hold XAR as of Q1 2024.

Retirement Group held 115 shares of State Street SPDR S&P Aerospace & Defense ETF worth $16.2K as of Q1 2024.
State Street SPDR S&P Aerospace & Defense ETF was a new Retirement Group position in Q1 2024.
State Street SPDR S&P Aerospace & Defense ETF made up 0.01% of Retirement Group's portfolio in Q1 2024, its #389 holding.
334 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.