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

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