Woodard & Company Asset Management Group’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Woodard & Company Asset Management Group’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 Q2	–	Sell	-194	Closed	-$24K	–	125
2022 Q1	$24K	Buy	194 +44	+29%	+$5.16K	0.01%	98
2021 Q4	$17K	Hold	150	–	–	0.01%	92
2021 Q3	$18K	Hold	150	–	–	0.01%	94
2021 Q2	$20K	Hold	150	–	–	0.01%	93
2021 Q1	$19K	Hold	150	–	–	0.01%	101
2020 Q4	$17K	Hold	150	–	–	0.01%	91
2020 Q3	$13K	Hold	150	–	–	0.01%	84
2020 Q2	$13K	Hold	150	–	–	0.01%	87
2020 Q1	$11K	Sell	150 -500	-77%	-$51.4K	0.01%	81
2019 Q4	$71K	Buy	+650	New	+$70.2K	0.04%	68

Other funds holding XAR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Woodard & Company Asset Management Group's XAR Position: Q2 2022 in Review

Woodard & Company Asset Management Group sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q2 2022, closing a stake of 194 shares — an estimated $24K sold.

Woodard & Company Asset Management Group first reported a position in XAR in Q4 2019 and held it in 10 quarters. The position peaked at $71K in Q4 2019. 231 funds tracked by Wall St. Rank hold XAR as of Q2 2022.

Woodard & Company Asset Management Group reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q2 2022 after selling out during the quarter.
Woodard & Company Asset Management Group sold 194 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2022, an estimated $24K.
Woodard & Company Asset Management Group first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2019 and held it in 10 quarters.
Woodard & Company Asset Management Group's State Street SPDR S&P Aerospace & Defense ETF position peaked at $71K in Q4 2019.
231 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2022.

Based on Woodard & Company Asset Management Group's 13F filing for Q2 2022, filed 11 Aug 2022.