SAM
XAR icon

Secure Asset Management’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Secure Asset Management’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
2023
Q2 		– Sell
-3,425
Closed -$400K – 206
2023
Q1 		$400K Buy
3,425
+1,366
+66% +$159K 0.13% 128
2022
Q4 		$227K Buy
+2,059
New +$217K 0.08% 176
2021
Q4 		– Sell
-1,775
Closed -$212K – 222
2021
Q3 		$212K Sell
1,775
-268
-13% -$33.1K 0.1% 165
2021
Q2 		$270K Buy
+2,043
New +$262K 0.14% 145

Other funds holding XAR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $255M AUM 23.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return