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

WCG Wealth 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
2024 Q2	–	Sell	-11,086	Closed	-$1.56M	–	307
2024 Q1	$1.56M	Sell	11,086 -437	-4%	-$58.6K	0.13%	144
2023 Q4	$1.56M	Sell	11,523 -2,321	-17%	-$286K	0.11%	157
2023 Q3	$1.55M	Buy	13,844 +3,286	+31%	+$393K	0.11%	153
2023 Q2	$1.28M	Sell	10,558 -120	-1%	-$13.9K	0.15%	97
2023 Q1	$1.25M	Buy	+10,678	New	+$1.24M	0.16%	98

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 22.9% 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

WCG Wealth Advisors's XAR Position: Q2 2024 in Review

WCG Wealth Advisors sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q2 2024, closing a stake of 11,086 shares — an estimated $1.56M sold.

WCG Wealth Advisors first reported a position in XAR in Q1 2023 and held it in 5 quarters. The position peaked at $1.56M in Q4 2023. 347 funds tracked by Wall St. Rank hold XAR as of Q2 2024.

WCG Wealth Advisors reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q2 2024 after selling out during the quarter.
WCG Wealth Advisors sold 11,086 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2024, an estimated $1.56M.
WCG Wealth Advisors first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2023 and held it in 5 quarters.
WCG Wealth Advisors's State Street SPDR S&P Aerospace & Defense ETF position peaked at $1.56M in Q4 2023.
347 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2024.

Based on WCG Wealth Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.