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

Centricity 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
Q2 		$48.5K Buy
230
+115
+100% +$20.8K 0.04% 175
2025
Q1 		$18.5K Hold
115
– – 0.02% 260
2024
Q4 		$19.1K Buy
+115
New +$19K 0.02% 256

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Centricity Wealth Management's XAR Position: Q2 2025 in Review

Centricity Wealth Management increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 100% in Q2 2025, buying an estimated $20.8K and bringing the position to 230 shares worth $48.5K. The position accounts for 0.04% of the portfolio, ranked #175.

Centricity Wealth Management first reported a position in XAR in Q4 2024 and has held it in 3 quarters since. 410 funds tracked by Wall St. Rank hold XAR as of Q2 2025.

  • Centricity Wealth Management held 230 shares of State Street SPDR S&P Aerospace & Defense ETF worth $48.5K as of Q2 2025.
  • Centricity Wealth Management bought 115 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2025, an estimated $20.8K.
  • State Street SPDR S&P Aerospace & Defense ETF made up 0.04% of Centricity Wealth Management's portfolio in Q2 2025, its #175 holding.
  • Centricity Wealth Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2024 and has held it in 3 quarters since.
  • 410 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.