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

Fairfield Financial 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
2025 Q1	–	Sell	-266	Closed	-$44K	–	206
2024 Q4	$44K	Buy	266 +1	+0.4%	+$165	0.02%	127
2024 Q3	$41.6K	Buy	265 +1	+0.4%	+$149	0.01%	151
2024 Q2	$37K	Buy	+264	New	+$36.8K	0.01%	145
2023 Q4	$35.7K	Buy	264 +1	+0.4%	+$123	0.01%	169
2023 Q3	$29.5K	Hold	263	–	–	0.01%	163
2023 Q2	$31.9K	Buy	263 +1	+0.4%	+$116	0.01%	169
2023 Q1	$30.5K	Hold	262	–	–	0.01%	172
2022 Q4	$28.8K	Hold	262	–	–	0.01%	156
2022 Q3	$24K	Buy	262 +1	+0.4%	+$105	0.01%	160
2022 Q2	$26.3K	Hold	261	–	–	0.01%	149
2022 Q1	$32.5K	Buy	+261	New	+$30.6K	0.01%	151

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

Fairfield Financial Advisors's XAR Position: Q1 2025 in Review

Fairfield Financial Advisors sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q1 2025, closing a stake of 266 shares — an estimated $44K sold.

Fairfield Financial Advisors first reported a position in XAR in Q1 2022 and held it in 11 quarters. The position peaked at $44K in Q4 2024. 370 funds tracked by Wall St. Rank hold XAR as of Q1 2025.

Fairfield Financial Advisors reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q1 2025 after selling out during the quarter.
Fairfield Financial Advisors sold 266 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2025, an estimated $44K.
Fairfield Financial Advisors first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2022 and held it in 11 quarters.
Fairfield Financial Advisors's State Street SPDR S&P Aerospace & Defense ETF position peaked at $44K 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 Fairfield Financial Advisors's 13F filing for Q1 2025, filed 9 May 2025.