Advisor Resource Council’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Advisor Resource Council’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
2025 Q2	–	Sell	-20,469	Closed	-$3.29M	–	606
2025 Q1	$3.29M	Buy	+20,469	New	+$3.44M	0.27%	98
2024 Q4	–	Sell	-4,804	Closed	-$756K	–	276
2024 Q3	$756K	Buy	+4,804	New	+$715K	0.34%	74
2024 Q2	–	Sell	-2,120	Closed	-$287K	–	233
2024 Q1	$287K	Sell	2,120 -21,233	-91%	-$2.85M	0.12%	174
2023 Q4	$3.16M	Buy	+23,353	New	+$2.88M	0.37%	69
2023 Q3	–	Sell	-2,226	Closed	-$271K	–	178
2023 Q2	$271K	Sell	2,226 -11,767	-84%	-$1.37M	0.12%	122
2023 Q1	$1.64M	Buy	13,993 +10,377	+287%	+$1.21M	0.41%	56
2022 Q4	$398K	Buy	3,616 +619	+21%	+$65.4K	0.19%	94
2022 Q3	$275K	Sell	2,997 -24,389	-89%	-$2.55M	0.19%	117
2022 Q2	$2.75M	Buy	27,386 +21,845	+394%	+$2.41M	0.26%	78
2022 Q1	$691K	Buy	+5,541	New	+$650K	0.21%	119

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

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

Advisor Resource Council's XAR Position: Q2 2025 in Review

Advisor Resource Council sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q2 2025, closing a stake of 20,469 shares — an estimated $3.29M sold.

Advisor Resource Council first reported a position in XAR in Q1 2022 and held it in 10 quarters. The position peaked at $3.29M in Q1 2025. 410 funds tracked by Wall St. Rank hold XAR as of Q2 2025.

Advisor Resource Council reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 20,469 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2025, an estimated $3.29M.
Advisor Resource Council first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2022 and held it in 10 quarters.
Advisor Resource Council's State Street SPDR S&P Aerospace & Defense ETF position peaked at $3.29M in Q1 2025.
410 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.