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

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

Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Winch Advisory Services's XAR Position: Q4 2022 in Review

Winch Advisory Services sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q4 2022, closing a stake of 29 shares — an estimated $3K sold.

Winch Advisory Services first reported a position in XAR in Q4 2017 and held it in 18 quarters. The position peaked at $54K in Q4 2019. 253 funds tracked by Wall St. Rank hold XAR as of Q4 2022.

Winch Advisory Services reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q4 2022 after selling out during the quarter.
Winch Advisory Services sold 29 State Street SPDR S&P Aerospace & Defense ETF shares in Q4 2022, an estimated $3K.
Winch Advisory Services first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2017 and held it in 18 quarters.
Winch Advisory Services's State Street SPDR S&P Aerospace & Defense ETF position peaked at $54K in Q4 2019.
253 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q4 2022.

Based on Winch Advisory Services's 13F filing for Q4 2022, filed 26 Jan 2023.