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

VitalStone Financial’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
Q3 		$261K Buy
1,658
+295
+22% +$43.9K 0.18% 95
2024
Q2 		$191K Buy
1,363
+414
+44% +$57.8K 0.14% 110
2024
Q1 		$133K Buy
949
+844
+804% +$113K 0.1% 120
2023
Q4 		$14K Buy
+105
New +$12.9K 0.01% 260

Other funds holding XAR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VitalStone Financial's XAR Position: Q3 2024 in Review

VitalStone Financial increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 22% in Q3 2024, buying an estimated $43.9K and bringing the position to 1,658 shares worth $261K. The position accounts for 0.18% of the portfolio, ranked #95.

VitalStone Financial first reported a position in XAR in Q4 2023 and has held it in 4 quarters since. 345 funds tracked by Wall St. Rank hold XAR as of Q3 2024.

  • VitalStone Financial held 1,658 shares of State Street SPDR S&P Aerospace & Defense ETF worth $261K as of Q3 2024.
  • VitalStone Financial bought 295 State Street SPDR S&P Aerospace & Defense ETF shares in Q3 2024, an estimated $43.9K.
  • State Street SPDR S&P Aerospace & Defense ETF made up 0.18% of VitalStone Financial's portfolio in Q3 2024, its #95 holding.
  • VitalStone Financial first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2023 and has held it in 4 quarters since.
  • 345 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.