Meridian Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $838K | Sell |
3,301
-18
| -0.5% | -$4.93K | 0.03% | 387 |
|
|
2025
Q4 | $801K | Buy |
3,319
+49
| +1% | +$11.6K | 0.03% | 386 |
|
|
2025
Q3 | $768K | Hold |
3,270
| – | – | 0.03% | 384 |
|
|
2025
Q2 | $690K | Buy |
3,270
+350
| +12% | +$63.4K | 0.03% | 383 |
|
|
2025
Q1 | $469K | Sell |
2,920
-100
| -3% | -$16.8K | 0.02% | 424 |
|
|
2024
Q4 | $501K | Buy |
3,020
+100
| +3% | +$16.5K | 0.02% | 404 |
|
|
2024
Q3 | $459K | Sell |
2,920
-8
| -0.3% | -$1.19K | 0.02% | 422 |
|
|
2024
Q2 | $410K | Buy |
+2,928
| New | +$408K | 0.05% | 198 |
|
|
2024
Q1 | – | Sell |
-2,928
| Closed | -$397K | – | 580 |
|
|
2023
Q4 | $397K | Buy |
2,928
+195
| +7% | +$24K | 0.03% | 431 |
|
|
2023
Q3 | $306K | Buy |
2,733
+8
| +0.3% | +$958 | 0.02% | 449 |
|
|
2023
Q2 | $331K | Hold |
2,725
| – | – | 0.03% | 412 |
|
|
2023
Q1 | $319K | Hold |
2,725
| – | – | 0.03% | 414 |
|
|
2022
Q4 | $300K | Hold |
2,725
| – | – | 0.03% | 413 |
|
|
2022
Q3 | $250K | Hold |
2,725
| – | – | 0.03% | 407 |
|
|
2022
Q2 | $274K | Hold |
2,725
| – | – | 0.02% | 450 |
|
|
2022
Q1 | $340K | Hold |
2,725
| – | – | 0.04% | 292 |
|
|
2021
Q4 | $317K | Hold |
2,725
| – | – | 0.03% | 308 |
|
|
2021
Q3 | $325K | Hold |
2,725
| – | – | 0.04% | 293 |
|
|
2021
Q2 | $361K | Hold |
2,725
| – | – | 0.05% | 276 |
|
|
2021
Q1 | $342K | Hold |
2,725
| – | – | 0.05% | 266 |
|
|
2020
Q4 | $312K | Hold |
2,725
| – | – | 0.05% | 252 |
|
|
2020
Q3 | $238K | Sell |
2,725
-10,750
| -80% | -$954K | 0.06% | 216 |
|
|
2020
Q2 | $1.18M | Sell |
13,475
-4,000
| -23% | -$331K | 0.4% | 58 |
|
|
2020
Q1 | $1.33M | Buy |
17,475
+14,250
| +442% | +$1.46M | 0.59% | 40 |
|
|
2019
Q4 | $351K | Hold |
3,225
| – | – | 0.17% | 135 |
|
|
2019
Q3 | $345K | Hold |
3,225
| – | – | 0.16% | 128 |
|
|
2019
Q2 | $3.35K | Sell |
3,225
-500
| -13% | -$48.8K | 0.14% | 130 |
|
|
2019
Q1 | $342K | Sell |
3,725
-1,706
| -31% | -$153K | 0.16% | 125 |
|
|
2018
Q4 | $429K | Buy |
5,431
+554
| +11% | +$48.8K | 0.25% | 78 |
|
|
2018
Q3 | $486K | Buy |
4,877
+20
| +0.4% | +$1.89K | 0.21% | 86 |
|
|
2018
Q2 | $423K | Buy |
4,857
+363
| +8% | +$32K | 0.2% | 106 |
|
|
2018
Q1 | $390K | Buy |
4,494
+563
| +14% | +$48.9K | 0.19% | 110 |
|
|
2017
Q4 | $314K | Hold |
3,931
| – | – | 0.19% | 121 |
|
|
2017
Q3 | $314K | Buy |
3,931
+46
| +1% | +$3.44K | 0.2% | 118 |
|
|
2017
Q2 | $274K | Sell |
3,885
-21,757
| -85% | -$1.5M | 0.17% | 130 |
|
|
2017
Q1 | $1.71M | Sell |
25,642
-383
| -1% | -$25.4K | 1.03% | 22 |
|
|
2016
Q4 | $1.65M | Buy |
+26,025
| New | +$1.6M | 1.31% | 19 |
|
Other funds holding XAR
HCMG
Meridian Wealth Management's XAR Position: Q1 2026 in Review
Meridian Wealth Management reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 0.54% in Q1 2026, selling an estimated $4.93K and leaving 3,301 shares worth $838K. The position accounts for 0.03% of the portfolio, ranked #387.
Meridian Wealth Management first reported a position in XAR in Q4 2016 and has held it in 37 quarters since. The position peaked at $1.71M in Q1 2017. 566 funds tracked by Wall St. Rank hold XAR as of Q1 2026.
- Meridian Wealth Management held 3,301 shares of State Street SPDR S&P Aerospace & Defense ETF worth $838K as of Q1 2026.
- Meridian Wealth Management sold 18 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2026, an estimated $4.93K.
- State Street SPDR S&P Aerospace & Defense ETF made up 0.03% of Meridian Wealth Management's portfolio in Q1 2026, its #387 holding.
- Meridian Wealth Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2016 and has held it in 37 quarters since.
- Meridian Wealth Management's State Street SPDR S&P Aerospace & Defense ETF position peaked at $1.71M in Q1 2017.
- 566 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.
Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.