Founders Financial Alliance’s SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$802K Sell
3,801
-9
-0.2% -$1.9K 0.18% 119
2025
Q1
$612K Buy
3,810
+716
+23% +$115K 0.15% 142
2024
Q4
$513K Buy
3,094
+156
+5% +$25.9K 0.14% 143
2024
Q3
$462K Buy
2,938
+694
+31% +$109K 0.13% 153
2024
Q2
$314K Buy
2,244
+106
+5% +$14.8K 0.09% 205
2024
Q1
$300K Buy
2,138
+81
+4% +$11.4K 0.09% 211
2023
Q4
$279K Sell
2,057
-105
-5% -$14.2K 0.11% 192
2023
Q3
$242K Sell
2,162
-24
-1% -$2.69K 0.11% 191
2023
Q2
$266K Buy
2,186
+2
+0.1% +$243 0.1% 208
2023
Q1
$256K Buy
2,184
+192
+10% +$22.5K 0.13% 168
2022
Q4
$219K Buy
1,992
+244
+14% +$26.8K 0.1% 208
2022
Q3
$160K Buy
+1,748
New +$160K 0.08% 223
2022
Q2
Sell
-1,744
Closed -$217K 547
2022
Q1
$217K Buy
1,744
+342
+24% +$42.6K 0.1% 200
2021
Q4
$163K Buy
1,402
+16
+1% +$1.86K 0.07% 262
2021
Q3
$165K Buy
1,386
+8
+0.6% +$952 0.08% 240
2021
Q2
$182K Sell
1,378
-50
-4% -$6.6K 0.08% 243
2021
Q1
$179K Buy
1,428
+1
+0.1% +$125 0.09% 229
2020
Q4
$164K Buy
1,427
+48
+3% +$5.52K 0.09% 208
2020
Q3
$120K Buy
+1,379
New +$120K 0.07% 231