TrueWealth LLC’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

TrueWealth LLC’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	$2K	Buy	+21	New	+$1.74K	﹤0.01%	651

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

TrueWealth LLC's XAR Position: Q2 2020 in Review

TrueWealth LLC opened a new position in State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q2 2020: 21 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #651 among its holdings.

197 funds tracked by Wall St. Rank hold XAR as of Q2 2020.

TrueWealth LLC held 21 shares of State Street SPDR S&P Aerospace & Defense ETF worth $2K as of Q2 2020.
State Street SPDR S&P Aerospace & Defense ETF was a new TrueWealth LLC position in Q2 2020.
State Street SPDR S&P Aerospace & Defense ETF made up ﹤0.01% of TrueWealth LLC's portfolio in Q2 2020, its #651 holding.
197 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.