Sargent Bickham Lagudis’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Sargent Bickham Lagudis’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 Q2	–	Sell	-40	Closed	-$3K	–	806
2018 Q1	$3K	Hold	40	–	–	﹤0.01%	710
2017 Q4	$3K	Hold	40	–	–	﹤0.01%	737
2017 Q3	$3K	Hold	40	–	–	﹤0.01%	744
2017 Q2	$3K	Hold	40	–	–	﹤0.01%	700
2017 Q1	$3K	Hold	40	–	–	﹤0.01%	687
2016 Q4	$3K	Hold	40	–	–	﹤0.01%	658
2016 Q3	$2K	Hold	40	–	–	﹤0.01%	685
2016 Q2	$2K	Buy	+40	New	+$2.19K	﹤0.01%	672

Other funds holding XAR

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

RJFSA

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Sargent Bickham Lagudis's XAR Position: Q2 2018 in Review

Sargent Bickham Lagudis sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q2 2018, closing a stake of 40 shares — an estimated $3K sold.

Sargent Bickham Lagudis first reported a position in XAR in Q2 2016 and held it in 8 quarters. The position peaked at $3K in Q1 2018. 136 funds tracked by Wall St. Rank hold XAR as of Q2 2018.

Sargent Bickham Lagudis reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q2 2018 after selling out during the quarter.
Sargent Bickham Lagudis sold 40 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2018, an estimated $3K.
Sargent Bickham Lagudis first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q2 2016 and held it in 8 quarters.
Sargent Bickham Lagudis's State Street SPDR S&P Aerospace & Defense ETF position peaked at $3K in Q1 2018.
136 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2018.

Based on Sargent Bickham Lagudis's 13F filing for Q2 2018, filed 13 Sep 2021.