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

TruWealth 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
2021 Q2	–	Sell	-2,229	Closed	-$280K	–	121
2021 Q1	$280K	Sell	2,229 -736	-25%	-$89.1K	0.04%	88
2020 Q4	$340K	Buy	+2,965	New	+$301K	0.05%	80

Other funds holding XAR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

TruWealth Advisors's XAR Position: Q2 2021 in Review

TruWealth Advisors sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q2 2021, closing a stake of 2,229 shares — an estimated $280K sold.

TruWealth Advisors first reported a position in XAR in Q4 2020 and held it in 2 quarters. The position peaked at $340K in Q4 2020. 211 funds tracked by Wall St. Rank hold XAR as of Q2 2021.

TruWealth Advisors reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q2 2021 after selling out during the quarter.
TruWealth Advisors sold 2,229 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2021, an estimated $280K.
TruWealth Advisors first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2020 and held it in 2 quarters.
TruWealth Advisors's State Street SPDR S&P Aerospace & Defense ETF position peaked at $340K in Q4 2020.
211 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2021.

Based on TruWealth Advisors's 13F filing for Q2 2021, filed 29 Jul 2021.