Householder Group Estate & Retirement Specialist’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	$34K	Sell	210 -337	-62%	-$55.6K	0.03%	240
2024 Q3	$86K	Hold	547	–	–	0.03%	392
2024 Q2	$76K	Sell	547 -258	-32%	-$36K	0.02%	402
2024 Q1	$113K	Buy	805 +1	+0.1%	+$134	0.03%	329
2023 Q4	$108K	Sell	804 -110	-12%	-$13.5K	0.04%	322
2023 Q3	$103K	Buy	+914	New	+$109K	0.04%	309
2023 Q1	$107K	Buy	+913	New	+$106K	0.04%	292
2022 Q4	–	Sell	-1,183	Closed	-$108K	–	1177
2022 Q3	$108K	Buy	+1,183	New	+$124K	0.04%	255
2022 Q2	–	Sell	-1,884	Closed	-$235K	–	210
2022 Q1	$235K	Buy	1,884 +141	+8%	+$16.5K	0.09%	180
2021 Q4	$203K	Buy	+1,743	New	+$207K	0.08%	190

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

HCMG

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return

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

Householder Group Estate & Retirement Specialist's XAR Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 62% in Q4 2024, selling an estimated $55.6K and leaving 210 shares worth $34K. The position accounts for 0.03% of the portfolio, ranked #240.

Householder Group Estate & Retirement Specialist first reported a position in XAR in Q4 2021 and has held it in 10 quarters since. The position peaked at $235K in Q1 2022. 370 funds tracked by Wall St. Rank hold XAR as of Q4 2024.

Householder Group Estate & Retirement Specialist held 210 shares of State Street SPDR S&P Aerospace & Defense ETF worth $34K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 337 State Street SPDR S&P Aerospace & Defense ETF shares in Q4 2024, an estimated $55.6K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.03% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #240 holding.
Householder Group Estate & Retirement Specialist first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2021 and has held it in 10 quarters since.
Householder Group Estate & Retirement Specialist's State Street SPDR S&P Aerospace & Defense ETF position peaked at $235K in Q1 2022.
370 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.