FIM
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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
LPL Financial San Diego, California $376B AUM 19.32% 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 $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.51B AUM 21.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return