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

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

Secure Asset Management's XAR Position: Q2 2023 in Review

Secure Asset Management sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q2 2023, closing a stake of 3,425 shares — an estimated $400K sold.

Secure Asset Management first reported a position in XAR in Q2 2021 and held it in 4 quarters. The position peaked at $400K in Q1 2023. 259 funds tracked by Wall St. Rank hold XAR as of Q2 2023.

  • Secure Asset Management reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q2 2023 after selling out during the quarter.
  • Secure Asset Management sold 3,425 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2023, an estimated $400K.
  • Secure Asset Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q2 2021 and held it in 4 quarters.
  • Secure Asset Management's State Street SPDR S&P Aerospace & Defense ETF position peaked at $400K in Q1 2023.
  • 259 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2023.

Based on Secure Asset Management's 13F filing for Q2 2023, filed 13 Jul 2023.