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	–	531
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 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

BHB

Bank Hapoalim BM Tel Aviv, Israel $1.5B AUM 26.39% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ruggie Capital Group's XAR Position: Q4 2018 in Review

Ruggie Capital Group sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q4 2018, closing a stake of 183 shares — an estimated $18K sold.

Ruggie Capital Group first reported a position in XAR in Q1 2017 and held it in 7 quarters. The position peaked at $18K in Q3 2018. 147 funds tracked by Wall St. Rank hold XAR as of Q4 2018.

Ruggie Capital Group reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q4 2018 after selling out during the quarter.
Ruggie Capital Group sold 183 State Street SPDR S&P Aerospace & Defense ETF shares in Q4 2018, an estimated $18K.
Ruggie Capital Group first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2017 and held it in 7 quarters.
Ruggie Capital Group's State Street SPDR S&P Aerospace & Defense ETF position peaked at $18K in Q3 2018.
147 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q4 2018.

Based on Ruggie Capital Group's 13F filing for Q4 2018, filed 31 Jan 2019.