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Wealthspire Advisors (Maryland)’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Wealthspire Advisors (Maryland)’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
2018
Q1 		– Sell
-11
Closed -$1K – 2662
2017
Q4 		$1K Buy
+11
New +$900 ﹤0.01% 2355

Other funds holding XAR

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s XAR Position: Q1 2018 in Review

Wealthspire Advisors (Maryland) sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q1 2018, closing a stake of 11 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in XAR in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 138 funds tracked by Wall St. Rank hold XAR as of Q1 2018.

  • Wealthspire Advisors (Maryland) reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q1 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 11 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2018, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2017 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s State Street SPDR S&P Aerospace & Defense ETF position peaked at $1K in Q4 2017.
  • 138 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2018, filed 3 May 2018.