Union Investments & Development’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Union Investments & Development’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
2024 Q2	–	Sell	-3,215	Closed	-$452K	–	37
2024 Q1	$452K	Hold	3,215	–	–	2.05%	7
2023 Q4	$435K	Hold	3,215	–	–	0.41%	9
2023 Q3	$360K	Hold	3,215	–	–	0.19%	12
2023 Q2	$391K	Hold	3,215	–	–	0.19%	11
2023 Q1	$376K	Hold	3,215	–	–	0.22%	12
2022 Q4	$380K	Hold	3,215	–	–	0.22%	12
2022 Q3	$295K	Hold	3,215	–	–	0.13%	15
2022 Q2	$323K	Hold	3,215	–	–	0.14%	10
2022 Q1	$401K	Buy	+3,215	New	+$377K	0.14%	10

Other funds holding XAR

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

DCM

DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Union Investments & Development's XAR Position: Q2 2024 in Review

Union Investments & Development sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q2 2024, closing a stake of 3,215 shares — an estimated $452K sold.

Union Investments & Development first reported a position in XAR in Q1 2022 and held it in 9 quarters. The position peaked at $452K in Q1 2024. 346 funds tracked by Wall St. Rank hold XAR as of Q2 2024.

Union Investments & Development reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q2 2024 after selling out during the quarter.
Union Investments & Development sold 3,215 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2024, an estimated $452K.
Union Investments & Development first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2022 and held it in 9 quarters.
Union Investments & Development's State Street SPDR S&P Aerospace & Defense ETF position peaked at $452K in Q1 2024.
346 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2024.

Based on Union Investments & Development's 13F filing for Q2 2024, filed 8 Aug 2024.