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

B. Riley 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
2026 Q2	$1.55M	Sell	5,603 -1,554	-22%	-$420K	0.08%	216
2026 Q1	$1.73M	Sell	7,157 -1,474	-17%	-$404K	0.11%	182
2025 Q4	$2.08M	Sell	8,631 -158	-2%	-$37.5K	0.1%	201
2025 Q3	$2.07M	Buy	8,789 +195	+2%	+$42.6K	0.1%	197
2025 Q2	$1.81M	Buy	+8,594	New	+$1.56M	0.09%	229
2024 Q4	$1.34M	Sell	8,106 -383	-5%	-$63.2K	0.04%	363
2024 Q3	$1.34M	Buy	8,489 +241	+3%	+$35.9K	0.04%	425
2024 Q2	$1.15M	Buy	8,248 +358	+5%	+$49.9K	0.03%	488
2024 Q1	$884K	Sell	7,890 -14	-0.2%	-$1.88K	0.02%	566
2023 Q4	$1.07M	Buy	7,904 +14	+0.2%	+$1.72K	0.03%	505
2023 Q3	$884K	Sell	7,890 -614	-7%	-$73.5K	0.02%	566
2023 Q2	$1.03M	Sell	8,504 -2,562	-23%	-$298K	0.02%	553
2023 Q1	$1.29M	Sell	11,066 -3,257	-23%	-$379K	0.03%	461
2022 Q4	$1.58M	Buy	14,323 +2,301	+19%	+$243K	0.04%	404
2022 Q3	$1.1M	Sell	12,022 -2,257	-16%	-$236K	0.03%	477
2022 Q2	$1.44M	Sell	14,279 -130	-0.9%	-$14.3K	0.06%	318
2022 Q1	$1.8M	Buy	14,409 +211	+1%	+$24.8K	0.06%	324
2021 Q4	$1.65M	Sell	14,198 -299	-2%	-$35.6K	0.05%	390
2021 Q3	$1.73M	Sell	14,497 -99	-0.7%	-$12.2K	0.06%	373
2021 Q2	$1.93M	Buy	14,596 +2	+0%	+$257	0.06%	343
2021 Q1	$1.83M	Sell	14,594 -725	-5%	-$87.7K	0.06%	329
2020 Q4	$1.76M	Sell	15,319 -5,063	-25%	-$513K	0.09%	222
2020 Q3	$1.78M	Buy	20,382 +3,197	+19%	+$284K	0.1%	219
2020 Q2	$1.51M	Buy	17,185 +165	+1%	+$13.7K	0.1%	206
2020 Q1	$1.3M	Sell	17,020 -1,369	-7%	-$141K	0.11%	189
2019 Q4	$2.01M	Buy	18,389 +767	+4%	+$82.8K	0.17%	137
2019 Q3	$1.88M	Buy	17,622 +659	+4%	+$70K	0.19%	123
2019 Q2	$1.76M	Buy	16,963 +103	+0.6%	+$10.1K	0.19%	108
2019 Q1	$1.55M	Sell	16,860 -1,003	-6%	-$90K	0.19%	111
2018 Q4	$1.41M	Sell	17,863 -199	-1%	-$17.5K	0.2%	115
2018 Q3	$1.8M	Sell	18,062 -3,103	-15%	-$293K	0.21%	106
2018 Q2	$1.84M	Sell	21,165 -1,359	-6%	-$120K	0.24%	96
2018 Q1	$1.96M	Sell	22,524 -5,510	-20%	-$478K	0.27%	91
2017 Q4	$2.34M	Buy	28,034 +174	+0.6%	+$14.2K	0.32%	83
2017 Q3	$2.22M	Buy	27,860 +953	+4%	+$71.2K	0.37%	68
2017 Q2	$1.9M	Buy	26,907 +9,189	+52%	+$632K	0.34%	80
2017 Q1	$1.19M	Buy	17,718 +4,139	+30%	+$275K	0.24%	113
2016 Q4	$861K	Buy	+13,579	New	+$833K	0.18%	144
2015 Q1	–	Sell	-300	Closed	-$16	–	2011
2014 Q4	$16	Buy	+300	New	+$15.5K	﹤0.01%	2657