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

RMR Wealth Builders’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
Q2 		– Sell
-55
Closed -$7K – 717
2021
Q1 		$7K Buy
+55
New +$6.66K ﹤0.01% 643

Other funds holding XAR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RMR Wealth Builders's XAR Position: Q2 2021 in Review

RMR Wealth Builders sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q2 2021, closing a stake of 55 shares — an estimated $7K sold.

RMR Wealth Builders first reported a position in XAR in Q1 2021 and held it in 1 quarter. The position peaked at $7K in Q1 2021. 211 funds tracked by Wall St. Rank hold XAR as of Q2 2021.

  • RMR Wealth Builders reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 55 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2021, an estimated $7K.
  • RMR Wealth Builders first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2021 and held it in 1 quarter.
  • RMR Wealth Builders's State Street SPDR S&P Aerospace & Defense ETF position peaked at $7K in Q1 2021.
  • 211 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.