Global Financial Private Client’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Global Financial Private Client’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 Q2	–	Sell	-496	Closed	-$79.7K	–	1624
2025 Q1	$79.7K	Hold	496	–	–	0.03%	286
2024 Q4	$82.3K	Hold	496	–	–	0.03%	281
2024 Q3	$78K	Hold	496	–	–	0.03%	283
2024 Q2	$69.4K	Hold	496	–	–	0.03%	271
2024 Q1	$69K	Hold	496	–	–	0.03%	272
2023 Q4	$67.2K	Buy	496 +11	+2%	+$1.35K	0.03%	274
2023 Q3	$53.8K	Hold	485	–	–	0.03%	277
2023 Q2	$59K	Sell	485 -80	-14%	-$9.29K	0.03%	274
2023 Q1	$66.7K	Sell	565 -5	-0.9%	-$581	0.03%	254
2022 Q4	$62.7K	Hold	570	–	–	0.04%	248
2022 Q3	$54K	Sell	570 -54	-9%	-$5.64K	0.03%	261
2022 Q2	$63.6K	Buy	624 +9	+1%	+$992	0.04%	239
2022 Q1	$77.6K	Hold	615	–	–	0.04%	228
2021 Q4	$71.6K	Hold	615	–	–	0.03%	238
2021 Q3	$74.7K	Hold	615	–	–	0.04%	211
2021 Q2	$81.6K	Hold	615	–	–	0.05%	200
2021 Q1	$77.8K	Hold	615	–	–	0.06%	174
2020 Q4	$70.6K	Hold	615	–	–	0.06%	161
2020 Q3	$54.5K	Sell	615 -230	-27%	-$20.4K	0.05%	178
2020 Q2	$73.5K	Sell	845 -300	-26%	-$24.9K	0.06%	172
2020 Q1	$81.5K	Sell	1,145 -9,600	-89%	-$987K	0.09%	164
2019 Q4	$1.17M	Buy	+10,745	New	+$1.16M	0.98%	19

Other funds holding XAR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $374B AUM 17.66% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Global Financial Private Client's XAR Position: Q2 2025 in Review

Global Financial Private Client sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q2 2025, closing a stake of 496 shares — an estimated $79.7K sold.

Global Financial Private Client first reported a position in XAR in Q4 2019 and held it in 22 quarters. The position peaked at $1.17M in Q4 2019. 409 funds tracked by Wall St. Rank hold XAR as of Q2 2025.

Global Financial Private Client reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 496 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2025, an estimated $79.7K.
Global Financial Private Client first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2019 and held it in 22 quarters.
Global Financial Private Client's State Street SPDR S&P Aerospace & Defense ETF position peaked at $1.17M in Q4 2019.
409 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.