TFA
XAR icon

Tobias Financial Advisors’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Tobias Financial Advisors’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
Q1 		– Sell
-43
Closed -$4K – 299
2019
Q4 		$4K Buy
+43
New +$4.64K ﹤0.01% 235

Other funds holding XAR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $255M AUM 23.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Tobias Financial Advisors's XAR Position: Q1 2020 in Review

Tobias Financial Advisors sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q1 2020, closing a stake of 43 shares — an estimated $4K sold.

Tobias Financial Advisors first reported a position in XAR in Q4 2019 and held it in 1 quarter. The position peaked at $4K in Q4 2019. 183 funds tracked by Wall St. Rank hold XAR as of Q1 2020.

  • Tobias Financial Advisors reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q1 2020 after selling out during the quarter.
  • Tobias Financial Advisors sold 43 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2020, an estimated $4K.
  • Tobias Financial Advisors first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2019 and held it in 1 quarter.
  • Tobias Financial Advisors's State Street SPDR S&P Aerospace & Defense ETF position peaked at $4K in Q4 2019.
  • 183 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2020.

Based on Tobias Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.