JDM Financial Group’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

JDM Financial Group’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 Q4	–	Sell	-53	Closed	-$12.5K	–	304
2025 Q3	$12.5K	Hold	53	–	–	0.01%	172
2025 Q2	$11.2K	Hold	53	–	–	0.01%	176
2025 Q1	$8.52K	Hold	53	–	–	﹤0.01%	187
2024 Q4	$8.79K	Hold	53	–	–	﹤0.01%	189
2024 Q3	$8.34K	Hold	53	–	–	﹤0.01%	187
2024 Q2	$7.42K	Hold	53	–	–	0.01%	165
2024 Q1	$7.45K	Hold	53	–	–	0.01%	160
2023 Q4	$7.18K	Hold	53	–	–	0.01%	156
2023 Q3	$5.94K	Buy	53 +2	+4%	+$239	0.01%	161
2023 Q2	$6.2K	Buy	51 +5	+11%	+$581	0.01%	168
2023 Q1	$5.38K	Buy	+46	New	+$5.35K	0.01%	175

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JDM Financial Group's XAR Position: Q4 2025 in Review

JDM Financial Group sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q4 2025, closing a stake of 53 shares — an estimated $12.5K sold.

JDM Financial Group first reported a position in XAR in Q1 2023 and held it in 11 quarters. The position peaked at $12.5K in Q3 2025. 495 funds tracked by Wall St. Rank hold XAR as of Q4 2025.

JDM Financial Group reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q4 2025 after selling out during the quarter.
JDM Financial Group sold 53 State Street SPDR S&P Aerospace & Defense ETF shares in Q4 2025, an estimated $12.5K.
JDM Financial Group first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2023 and held it in 11 quarters.
JDM Financial Group's State Street SPDR S&P Aerospace & Defense ETF position peaked at $12.5K in Q3 2025.
495 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q4 2025.

Based on JDM Financial Group's 13F filing for Q4 2025, filed 2 Feb 2026.