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Financial Advocates Investment Management’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Financial Advocates Investment 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 		– Sell
-1,683
Closed -$271K – 787
2025
Q1 		$271K Sell
1,683
-8,538
-84% -$1.44M 0.02% 586
2024
Q4 		$1.69M Buy
10,221
+4,104
+67% +$677K 0.1% 201
2024
Q3 		$962K Buy
6,117
+4,257
+229% +$634K 0.05% 314
2024
Q2 		$260K Buy
1,860
+31
+2% +$4.33K 0.02% 612
2024
Q1 		$257K Sell
1,829
-280
-13% -$37.6K 0.01% 652
2023
Q4 		$286K Sell
2,109
-4,906
-70% -$604K 0.02% 572
2023
Q3 		$786K Buy
7,015
+4,272
+156% +$511K 0.06% 314
2023
Q2 		$333K Buy
2,743
+217
+9% +$25.2K 0.02% 495
2023
Q1 		$295K Buy
+2,526
New +$294K 0.02% 562
2022
Q2 		– Sell
-11,989
Closed -$1.5M – 797
2022
Q1 		$1.5M Buy
11,989
+6,377
+114% +$748K 0.1% 231
2021
Q4 		$654K Sell
5,612
-6,915
-55% -$823K 0.04% 428
2021
Q3 		$1.49M Buy
12,527
+1,707
+16% +$211K 0.1% 237
2021
Q2 		$1.43M Buy
10,820
+3
+0% +$385 0.1% 255
2021
Q1 		$1.36M Buy
10,817
+6,536
+153% +$791K 0.1% 250
2020
Q4 		$491K Sell
4,281
-13,034
-75% -$1.32M 0.03% 457
2020
Q3 		$1.51M Sell
17,315
-1,229
-7% -$109K 0.13% 173
2020
Q2 		$1.63M Sell
18,544
-5,418
-23% -$449K 0.15% 166
2020
Q1 		$1.82M Buy
+23,962
New +$2.46M 0.26% 98

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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Financial Advocates Investment Management's XAR Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q2 2025, closing a stake of 1,683 shares — an estimated $271K sold.

Financial Advocates Investment Management first reported a position in XAR in Q1 2020 and held it in 18 quarters. The position peaked at $1.82M in Q1 2020. 410 funds tracked by Wall St. Rank hold XAR as of Q2 2025.

  • Financial Advocates Investment Management reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 1,683 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2025, an estimated $271K.
  • Financial Advocates Investment Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2020 and held it in 18 quarters.
  • Financial Advocates Investment Management's State Street SPDR S&P Aerospace & Defense ETF position peaked at $1.82M in Q1 2020.
  • 410 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.