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

WFG 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
2017 Q2	$98K	Buy	1,397 +492	+54%	+$33.9K	0.02%	532
2017 Q1	$60K	Buy	905 +695	+331%	+$46.1K	0.02%	618
2016 Q4	$13K	Buy	210 +140	+200%	+$8.59K	﹤0.01%	1048
2016 Q3	$4K	Hold	70	–	–	﹤0.01%	1320
2016 Q2	$4K	Hold	70	–	–	﹤0.01%	1293
2016 Q1	$4K	Buy	70 +20	+40%	+$993	﹤0.01%	1248
2015 Q4	$3K	Buy	+50	New	+$2.66K	﹤0.01%	1323

Other funds holding XAR

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

WFG Advisors's XAR Position: Q2 2017 in Review

WFG Advisors increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 54% in Q2 2017, buying an estimated $33.9K and bringing the position to 1,397 shares worth $98K. The position accounts for 0.02% of the portfolio, ranked #532.

WFG Advisors first reported a position in XAR in Q4 2015 and has held it in 7 quarters since. 91 funds tracked by Wall St. Rank hold XAR as of Q2 2017.

WFG Advisors held 1,397 shares of State Street SPDR S&P Aerospace & Defense ETF worth $98K as of Q2 2017.
WFG Advisors bought 492 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2017, an estimated $33.9K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.02% of WFG Advisors's portfolio in Q2 2017, its #532 holding.
WFG Advisors first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2015 and has held it in 7 quarters since.
91 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.