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

MeadowBrook Investment 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 Q2	–	Sell	-45	Closed	-$7.23K	–	296
2025 Q1	$7.23K	Hold	45	–	–	0.01%	265
2024 Q4	$7.46K	Hold	45	–	–	0.01%	267
2024 Q3	$7.08K	Hold	45	–	–	0.01%	261
2024 Q2	$6.3K	Hold	45	–	–	0.01%	253
2024 Q1	$6.32K	Hold	45	–	–	0.01%	262
2023 Q4	$6.09K	Buy	+45	New	+$5.54K	0.01%	272

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

MeadowBrook Investment Advisors's XAR Position: Q2 2025 in Review

MeadowBrook Investment Advisors sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q2 2025, closing a stake of 45 shares — an estimated $7.23K sold.

MeadowBrook Investment Advisors first reported a position in XAR in Q4 2023 and held it in 6 quarters. The position peaked at $7.46K in Q4 2024. 410 funds tracked by Wall St. Rank hold XAR as of Q2 2025.

MeadowBrook Investment Advisors reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q2 2025 after selling out during the quarter.
MeadowBrook Investment Advisors sold 45 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2025, an estimated $7.23K.
MeadowBrook Investment Advisors first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2023 and held it in 6 quarters.
MeadowBrook Investment Advisors's State Street SPDR S&P Aerospace & Defense ETF position peaked at $7.46K 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 MeadowBrook Investment Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.