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

Atlas Financial 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
2024
Q4 		$689K Buy
4,155
+581
+16% +$95.9K 1.08% 14
2024
Q3 		$562K Buy
3,574
+514
+17% +$76.5K 0.89% 17
2024
Q2 		$428K Buy
3,060
+286
+10% +$39.9K 0.71% 21
2024
Q1 		$390K Buy
2,774
+689
+33% +$92.4K 0.61% 21
2023
Q4 		$282K Buy
+2,085
New +$257K 0.46% 22

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
UBS Group
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Atlas Financial Advisors's XAR Position: Q4 2024 in Review

Atlas Financial Advisors increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 16% in Q4 2024, buying an estimated $95.9K and bringing the position to 4,155 shares worth $689K. The position accounts for 1.08% of the portfolio, ranked #14.

Atlas Financial Advisors first reported a position in XAR in Q4 2023 and has held it in 5 quarters since. 370 funds tracked by Wall St. Rank hold XAR as of Q4 2024.

  • Atlas Financial Advisors held 4,155 shares of State Street SPDR S&P Aerospace & Defense ETF worth $689K as of Q4 2024.
  • Atlas Financial Advisors bought 581 State Street SPDR S&P Aerospace & Defense ETF shares in Q4 2024, an estimated $95.9K.
  • State Street SPDR S&P Aerospace & Defense ETF made up 1.08% of Atlas Financial Advisors's portfolio in Q4 2024, its #14 holding.
  • Atlas Financial Advisors first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2023 and has held it in 5 quarters since.
  • 370 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q4 2024.

Based on Atlas Financial Advisors's 13F filing for Q4 2024, filed 17 Apr 2025.