Lowe Wealth Advisors’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Lowe Wealth Advisors’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	$35.2K	Hold	150	–	–	0.01%	167
2025 Q2	$31.6K	Hold	150	–	–	0.01%	166
2025 Q1	$24.1K	Hold	150	–	–	0.01%	182
2024 Q4	$24.9K	Hold	150	–	–	0.01%	168
2024 Q3	$23.6K	Hold	150	–	–	0.01%	159
2024 Q2	$21K	Hold	150	–	–	0.01%	166
2024 Q1	$21.1K	Sell	150 -290	-66%	-$38.9K	0.01%	161
2023 Q4	$59.6K	Sell	440 -1,450	-77%	-$179K	0.03%	101
2023 Q3	$212K	Hold	1,890	–	–	0.11%	50
2023 Q2	$230K	Sell	1,890 -50	-3%	-$5.81K	0.12%	49
2023 Q1	$227K	Hold	1,940	–	–	0.12%	45
2022 Q4	$213K	Hold	1,940	–	–	0.12%	47
2022 Q3	$178K	Sell	1,940 -50	-3%	-$5.22K	0.1%	44
2022 Q2	$200K	Sell	1,990 -1,510	-43%	-$166K	0.11%	45
2022 Q1	$436K	Buy	3,500 +360	+11%	+$42.3K	0.2%	32
2021 Q4	$366K	Buy	3,140 +125	+4%	+$14.9K	0.16%	33
2021 Q3	$360K	Buy	3,015 +365	+14%	+$45.1K	0.17%	32
2021 Q2	$351K	Buy	2,650 +1,760	+198%	+$226K	0.17%	33
2021 Q1	$112K	Sell	890 -5,800	-87%	-$702K	0.06%	56
2020 Q4	$768K	Buy	6,690 +45	+0.7%	+$4.56K	0.39%	22
2020 Q3	$580K	Buy	+6,645	New	+$590K	0.32%	22

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Lowe Wealth Advisors's XAR Position: Q3 2025 in Review

Lowe Wealth Advisors held its State Street SPDR S&P Aerospace & Defense ETF (XAR) position steady in Q3 2025 at 150 shares worth $35.2K. The position accounts for 0.01% of the portfolio, ranked #167.

Lowe Wealth Advisors first reported a position in XAR in Q3 2020 and has held it in 21 quarters since. The position peaked at $768K in Q4 2020. 452 funds tracked by Wall St. Rank hold XAR as of Q3 2025.

Lowe Wealth Advisors held 150 shares of State Street SPDR S&P Aerospace & Defense ETF worth $35.2K as of Q3 2025.
Lowe Wealth Advisors left its State Street SPDR S&P Aerospace & Defense ETF share count unchanged in Q3 2025.
State Street SPDR S&P Aerospace & Defense ETF made up 0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #167 holding.
Lowe Wealth Advisors first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2020 and has held it in 21 quarters since.
Lowe Wealth Advisors's State Street SPDR S&P Aerospace & Defense ETF position peaked at $768K in Q4 2020.
452 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.