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

Ruggie Capital 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
2018
Q4 		– Sell
-183
Closed -$18K – 535
2018
Q3 		$18K Hold
183
– – 0.01% 178
2018
Q2 		$16K Hold
183
– – 0.01% 240
2018
Q1 		$16K Hold
183
– – 0.01% 206
2017
Q4 		$15K Hold
183
– – 0.01% 201
2017
Q3 		$15K Hold
183
– – 0.01% 178
2017
Q2 		$13K Hold
183
– – 0.01% 195
2017
Q1 		$12K Buy
+183
New +$12.1K 0.01% 175

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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $255M AUM 23.24% 1-Year Est. Return
BHB
Bank Hapoalim BM Tel Aviv, Israel $652M AUM 19.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return