Squar Milner Financial Services’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Squar Milner Financial Services’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
2020 Q2	–	Sell	-1,400	Closed	-$106K	–	737
2020 Q1	$106K	Hold	1,400	–	–	0.06%	249
2019 Q4	$152K	Buy	+1,400	New	+$151K	0.08%	247
2019 Q3	–	Sell	-1,400	Closed	-$145K	–	731
2019 Q2	$145K	Hold	1,400	–	–	0.1%	212
2019 Q1	$128K	Hold	1,400	–	–	0.09%	226
2018 Q4	$110K	Hold	1,400	–	–	0.11%	211
2018 Q3	$139K	Buy	1,400 +1,255	+866%	+$118K	0.13%	205
2018 Q2	$13K	Buy	+145	New	+$12.8K	0.01%	541

Other funds holding XAR

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Squar Milner Financial Services's XAR Position: Q2 2020 in Review

Squar Milner Financial Services sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q2 2020, closing a stake of 1,400 shares — an estimated $106K sold.

Squar Milner Financial Services first reported a position in XAR in Q2 2018 and held it in 7 quarters. The position peaked at $152K in Q4 2019. 197 funds tracked by Wall St. Rank hold XAR as of Q2 2020.

Squar Milner Financial Services reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 1,400 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2020, an estimated $106K.
Squar Milner Financial Services first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's State Street SPDR S&P Aerospace & Defense ETF position peaked at $152K in Q4 2019.
197 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.