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

Freedom 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 Q3	–	Sell	-3,657	Closed	-$772K	–	719
2025 Q2	$772K	Sell	3,657 -2,010	-35%	-$364K	0.06%	318
2025 Q1	$911K	Buy	+5,667	New	+$953K	0.08%	267
2024 Q3	–	Sell	-1,590	Closed	-$223K	–	841
2024 Q2	$223K	Buy	+1,590	New	+$222K	0.02%	686
2020 Q1	–	Sell	-3,278	Closed	-$358K	–	720
2019 Q4	$358K	Sell	3,278 -15,530	-83%	-$1.68M	0.03%	440
2019 Q3	$2.01M	Buy	+18,808	New	+$2M	0.17%	120

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

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

Freedom Investment Management's XAR Position: Q3 2025 in Review

Freedom Investment Management sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q3 2025, closing a stake of 3,657 shares — an estimated $772K sold.

Freedom Investment Management first reported a position in XAR in Q3 2019 and held it in 5 quarters. The position peaked at $2.01M in Q3 2019. 452 funds tracked by Wall St. Rank hold XAR as of Q3 2025.

Freedom Investment Management reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q3 2025 after selling out during the quarter.
Freedom Investment Management sold 3,657 State Street SPDR S&P Aerospace & Defense ETF shares in Q3 2025, an estimated $772K.
Freedom Investment Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2019 and held it in 5 quarters.
Freedom Investment Management's State Street SPDR S&P Aerospace & Defense ETF position peaked at $2.01M in Q3 2019.
452 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.