LMKC
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L.M. Kohn & Company’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

L.M. Kohn & Company’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
-1,029
Closed -$217K – 280
2025
Q2 		$217K Buy
+1,029
New +$187K 0.06% 256
2022
Q2 		– Sell
-3,614
Closed -$451K – 257
2022
Q1 		$451K Buy
+3,614
New +$424K 0.17% 147

Other funds holding XAR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
Envestnet Asset Management
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

L.M. Kohn & Company's XAR Position: Q3 2025 in Review

L.M. Kohn & Company sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q3 2025, closing a stake of 1,029 shares — an estimated $217K sold.

L.M. Kohn & Company first reported a position in XAR in Q1 2022 and held it in 2 quarters. The position peaked at $451K in Q1 2022. 452 funds tracked by Wall St. Rank hold XAR as of Q3 2025.

  • L.M. Kohn & Company reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q3 2025 after selling out during the quarter.
  • L.M. Kohn & Company sold 1,029 State Street SPDR S&P Aerospace & Defense ETF shares in Q3 2025, an estimated $217K.
  • L.M. Kohn & Company first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2022 and held it in 2 quarters.
  • L.M. Kohn & Company's State Street SPDR S&P Aerospace & Defense ETF position peaked at $451K in Q1 2022.
  • 452 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.