Arete Wealth Advisors’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Arete Wealth Advisors’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 Q4	–	Sell	-1,392	Closed	-$327K	–	770
2025 Q3	$327K	Sell	1,392 -644	-32%	-$141K	0.02%	565
2025 Q2	$429K	Buy	2,036 +641	+46%	+$116K	0.03%	457
2025 Q1	$224K	Sell	1,395 -97	-7%	-$16.3K	0.02%	638
2024 Q4	$247K	Sell	1,492 -80	-5%	-$13.2K	0.02%	624
2024 Q3	$246K	Hold	1,572	–	–	0.02%	584
2024 Q2	$219K	Buy	+1,572	New	+$219K	0.02%	630
2024 Q1	–	Sell	-1,672	Closed	-$226K	–	750
2023 Q4	$226K	Buy	+1,672	New	+$206K	0.02%	635
2023 Q3	–	Sell	-1,706	Closed	-$207K	–	736
2023 Q2	$207K	Buy	+1,706	New	+$198K	0.02%	587
2022 Q2	–	Sell	-1,754	Closed	-$219K	–	570
2022 Q1	$219K	Sell	1,754 -182	-9%	-$21.4K	0.02%	456
2021 Q4	$226K	Buy	1,936 +11	+0.6%	+$1.31K	0.02%	446
2021 Q3	$230K	Buy	+1,925	New	+$238K	0.03%	376
2021 Q2	–	Sell	-2,134	Closed	-$268K	–	448
2021 Q1	$268K	Hold	2,134	–	–	0.03%	338
2020 Q4	$235K	Buy	+2,134	New	+$216K	0.03%	353

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Arete Wealth Advisors's XAR Position: Q4 2025 in Review

Arete Wealth Advisors sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q4 2025, closing a stake of 1,392 shares — an estimated $327K sold.

Arete Wealth Advisors first reported a position in XAR in Q4 2020 and held it in 13 quarters. The position peaked at $429K in Q2 2025. 499 funds tracked by Wall St. Rank hold XAR as of Q4 2025.

Arete Wealth Advisors reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q4 2025 after selling out during the quarter.
Arete Wealth Advisors sold 1,392 State Street SPDR S&P Aerospace & Defense ETF shares in Q4 2025, an estimated $327K.
Arete Wealth Advisors first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2020 and held it in 13 quarters.
Arete Wealth Advisors's State Street SPDR S&P Aerospace & Defense ETF position peaked at $429K in Q2 2025.
499 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.