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Legacy Wealth Management (Idaho)’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Legacy Wealth Management (Idaho)’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
-2
Closed -$322 – 872
2025
Q1 		$322 Hold
2
– – ﹤0.01% 739
2024
Q4 		$347 Hold
2
– – ﹤0.01% 687
2024
Q3 		$343 Buy
+2
New +$298 ﹤0.01% 636

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
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
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s XAR Position: Q2 2025 in Review

Legacy Wealth Management (Idaho) sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q2 2025, closing a stake of 2 shares — an estimated $322 sold.

Legacy Wealth Management (Idaho) first reported a position in XAR in Q3 2024 and held it in 3 quarters. The position peaked at $347 in Q4 2024. 410 funds tracked by Wall St. Rank hold XAR as of Q2 2025.

  • Legacy Wealth Management (Idaho) reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q2 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 2 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2025, an estimated $322.
  • Legacy Wealth Management (Idaho) first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2024 and held it in 3 quarters.
  • Legacy Wealth Management (Idaho)'s State Street SPDR S&P Aerospace & Defense ETF position peaked at $347 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 Legacy Wealth Management (Idaho)'s 13F filing for Q2 2025, filed 6 Aug 2025.