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

Foundations Investment 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	-18,687	Closed	-$3.1M	–	936
2024 Q4	$3.1M	Sell	18,687 -12,163	-39%	-$2.01M	0.06%	229
2024 Q3	$4.85M	Buy	30,850 +24,872	+416%	+$3.7M	0.1%	170
2024 Q2	$837K	Sell	5,978 -467	-7%	-$65.2K	0.02%	379
2024 Q1	$906K	Sell	6,445 -6,794	-51%	-$911K	0.02%	336
2023 Q4	$1.72M	Sell	13,239 -2,362	-15%	-$291K	0.05%	243
2023 Q3	$1.75M	Buy	+15,601	New	+$1.87M	0.05%	230

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

Foundations Investment Advisors's XAR Position: Q1 2025 in Review

Foundations Investment Advisors sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q1 2025, closing a stake of 18,687 shares — an estimated $3.1M sold.

Foundations Investment Advisors first reported a position in XAR in Q3 2023 and held it in 6 quarters. The position peaked at $4.85M in Q3 2024. 370 funds tracked by Wall St. Rank hold XAR as of Q1 2025.

Foundations Investment Advisors reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q1 2025 after selling out during the quarter.
Foundations Investment Advisors sold 18,687 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2025, an estimated $3.1M.
Foundations Investment Advisors first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2023 and held it in 6 quarters.
Foundations Investment Advisors's State Street SPDR S&P Aerospace & Defense ETF position peaked at $4.85M in Q3 2024.
370 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2025.

Based on Foundations Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.