TCI Wealth Advisors’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
2022
Q4
Sell
-111
Closed -$10K 2665
2022
Q3
$10K Buy
+111
New +$11.6K ﹤0.01% 1042
2020
Q2
Sell
-112
Closed -$9K 1688
2020
Q1
$9K Buy
+112
New +$11.5K ﹤0.01% 603
2018
Q3
Sell
-29
Closed -$3K 1604
2018
Q2
$3K Buy
+29
New +$2.55K ﹤0.01% 981

Other funds holding XAR

TCI Wealth Advisors's XAR Position: Q4 2022 in Review

TCI Wealth Advisors sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q4 2022, closing a stake of 111 shares — an estimated $10K sold.

TCI Wealth Advisors first reported a position in XAR in Q2 2018 and held it in 3 quarters. The position peaked at $10K in Q3 2022. 253 funds tracked by Wall St. Rank hold XAR as of Q4 2022.

  • TCI Wealth Advisors reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q4 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 111 State Street SPDR S&P Aerospace & Defense ETF shares in Q4 2022, an estimated $10K.
  • TCI Wealth Advisors first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q2 2018 and held it in 3 quarters.
  • TCI Wealth Advisors's State Street SPDR S&P Aerospace & Defense ETF position peaked at $10K in Q3 2022.
  • 253 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q4 2022.

Based on TCI Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.