John Overdeck’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

John Overdeck’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	-4,400	Closed	-$707K	–	3583
2025 Q1	$707K	Sell	4,400 -97,600	-96%	-$16.4M	﹤0.01%	2357
2024 Q4	$16.9M	Buy	102,000 +79,400	+351%	+$13.1M	0.04%	536
2024 Q3	$3.56M	Buy	22,600 +21,100	+1,407%	+$3.14M	0.01%	1277
2024 Q2	$210K	Sell	1,500 -1,300	-46%	-$181K	﹤0.01%	2719
2024 Q1	$393K	Sell	2,800 -10,535	-79%	-$1.41M	﹤0.01%	2440
2023 Q4	$1.81M	Sell	13,335 -22,365	-63%	-$2.75M	﹤0.01%	1659
2023 Q3	$4M	Buy	+35,700	New	+$4.27M	0.01%	1017

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

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

John Overdeck's XAR Position: Q2 2025 in Review

John Overdeck sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q2 2025, closing a stake of 4,400 shares — an estimated $707K sold.

John Overdeck first reported a position in XAR in Q3 2023 and held it in 7 quarters. The position peaked at $16.9M in Q4 2024. 410 funds tracked by Wall St. Rank hold XAR as of Q2 2025.

John Overdeck reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q2 2025 after selling out during the quarter.
John Overdeck sold 4,400 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2025, an estimated $707K.
John Overdeck first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2023 and held it in 7 quarters.
John Overdeck's State Street SPDR S&P Aerospace & Defense ETF position peaked at $16.9M in Q4 2024.
410 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2025.

Based on Two Sigma Investments's 13F filing for Q2 2025, filed 14 Aug 2025.