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

Bernard 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
2025
Q1 		– Sell
-426
Closed -$70.6K – 408
2024
Q4 		$70.6K Buy
+426
New +$70.3K 0.03% 104

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bernard Wealth Management's XAR Position: Q1 2025 in Review

Bernard Wealth Management sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q1 2025, closing a stake of 426 shares — an estimated $70.6K sold.

Bernard Wealth Management first reported a position in XAR in Q4 2024 and held it in 1 quarter. The position peaked at $70.6K in Q4 2024. 370 funds tracked by Wall St. Rank hold XAR as of Q1 2025.

  • Bernard Wealth Management reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q1 2025 after selling out during the quarter.
  • Bernard Wealth Management sold 426 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2025, an estimated $70.6K.
  • Bernard Wealth Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2024 and held it in 1 quarter.
  • Bernard Wealth Management's State Street SPDR S&P Aerospace & Defense ETF position peaked at $70.6K in Q4 2024.
  • 370 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2025.

Based on Bernard Wealth Management's 13F filing for Q1 2025, filed 16 Apr 2025.