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

EP Wealth Advisors’s Portfolio XAR Stock Details XAR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$323K	Buy
2025 Q1	$227K	Sell
2024 Q4	$246K	Buy
2024 Q3	$228K	Buy
2024 Q2	$126K	Buy
2024 Q1	–	Sell
2023 Q4	$125K	Buy
2020 Q2	–	Sell
2020 Q1	$790K	Buy