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WAS
Winch Advisory Services’s
State Street SPDR S&P Aerospace & Defense ETF
XAR
Stock Holding History
Winch Advisory Services’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
2022
Q4
–
Sell
-29
Closed
-$3K
–
433
2022
Q3
$3K
Hold
29
–
–
﹤0.01%
312
2022
Q2
$3K
Buy
+29
New
+$3.2K
﹤0.01%
332
2022
Q1
–
Sell
-29
Closed
-$3K
–
493
2021
Q4
$3K
Hold
29
–
–
﹤0.01%
382
2021
Q3
$3K
Hold
29
–
–
﹤0.01%
394
2021
Q2
$4K
Hold
29
–
–
﹤0.01%
362
2021
Q1
$4K
Hold
29
–
–
﹤0.01%
340
2020
Q4
$3K
Hold
29
–
–
﹤0.01%
354
2020
Q3
$3K
Hold
29
–
–
﹤0.01%
317
2020
Q2
$3K
Buy
+29
New
+$2.4K
﹤0.01%
313
2020
Q1
–
Sell
-496
Closed
-$54K
–
386
2019
Q4
$54K
Hold
496
–
–
0.03%
109
2019
Q3
$53K
Buy
496
+2
+0.4%
+$212
0.03%
103
2019
Q2
$51K
Buy
494
+1
+0.2%
+$98
0.03%
109
2019
Q1
$45K
Hold
493
–
–
0.02%
120
2018
Q4
$39K
Buy
493
+1
+0.2%
+$88
0.02%
113
2018
Q3
$49K
Sell
492
-25
-5%
-$2.36K
0.02%
103
2018
Q2
$45K
Buy
517
+1
+0.2%
+$88
0.02%
119
2018
Q1
$45K
Buy
516
+28
+6%
+$2.43K
0.03%
125
2017
Q4
$41K
Buy
+488
New
+$39.9K
0.02%
114
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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