Foundations Investment Advisors’s SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-18,687
Closed -$3.1M 935
2024
Q4
$3.1M Sell
18,687
-12,163
-39% -$2.02M 0.06% 229
2024
Q3
$4.85M Buy
30,850
+24,872
+416% +$3.91M 0.1% 170
2024
Q2
$837K Sell
5,978
-467
-7% -$65.4K 0.02% 379
2024
Q1
$906K Sell
6,445
-6,794
-51% -$955K 0.02% 336
2023
Q4
$1.72M Sell
13,239
-2,362
-15% -$308K 0.05% 243
2023
Q3
$1.75M Buy
+15,601
New +$1.75M 0.05% 230