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Annex Advisory Services’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Annex 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
2025
Q3 		– Sell
-1,008
Closed -$213K – 347
2025
Q2 		$213K Buy
+1,008
New +$183K 0.01% 297

Other funds holding XAR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
Envestnet Asset Management
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

Annex Advisory Services's XAR Position: Q3 2025 in Review

Annex Advisory Services sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q3 2025, closing a stake of 1,008 shares — an estimated $213K sold.

Annex Advisory Services first reported a position in XAR in Q2 2025 and held it in 1 quarter. The position peaked at $213K in Q2 2025. 452 funds tracked by Wall St. Rank hold XAR as of Q3 2025.

  • Annex Advisory Services reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q3 2025 after selling out during the quarter.
  • Annex Advisory Services sold 1,008 State Street SPDR S&P Aerospace & Defense ETF shares in Q3 2025, an estimated $213K.
  • Annex Advisory Services first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q2 2025 and held it in 1 quarter.
  • Annex Advisory Services's State Street SPDR S&P Aerospace & Defense ETF position peaked at $213K in Q2 2025.
  • 452 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q3 2025.

Based on Annex Advisory Services's 13F filing for Q3 2025, filed 17 Oct 2025.