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

Avior Wealth Management’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	–	Sell	-437	Closed	-$68.8K	–	2545
2024 Q3	$68.8K	Buy	437 +1	+0.2%	+$149	﹤0.01%	1005
2024 Q2	$61.1K	Buy	+436	New	+$60.8K	﹤0.01%	1026
2020 Q1	–	Sell	-1,077	Closed	-$117K	–	908
2019 Q4	$117K	Buy	+1,077	New	+$116K	0.02%	413

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

HCMG

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

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

Avior Wealth Management's XAR Position: Q4 2024 in Review

Avior Wealth Management sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q4 2024, closing a stake of 437 shares — an estimated $68.8K sold.

Avior Wealth Management first reported a position in XAR in Q4 2019 and held it in 3 quarters. The position peaked at $117K in Q4 2019. 370 funds tracked by Wall St. Rank hold XAR as of Q4 2024.

Avior Wealth Management reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q4 2024 after selling out during the quarter.
Avior Wealth Management sold 437 State Street SPDR S&P Aerospace & Defense ETF shares in Q4 2024, an estimated $68.8K.
Avior Wealth Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2019 and held it in 3 quarters.
Avior Wealth Management's State Street SPDR S&P Aerospace & Defense ETF position peaked at $117K in Q4 2019.
370 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q4 2024.

Based on Avior Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.