Moloney Securities Asset Management’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Moloney Securities Asset Management’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	$224K	Sell	955 -12	-1%	-$2.62K	0.03%	422
2025 Q2	$204K	Sell	967 -1,317	-58%	-$239K	0.03%	440
2025 Q1	$367K	Buy	2,284 +111	+5%	+$18.7K	0.05%	315
2024 Q4	$360K	Sell	2,173 -191	-8%	-$31.5K	0.05%	312
2024 Q3	$372K	Sell	2,364 -28	-1%	-$4.17K	0.05%	320
2024 Q2	$335K	Sell	2,392 -45	-2%	-$6.28K	0.05%	330
2024 Q1	$342K	Sell	2,437 -524	-18%	-$70.3K	0.05%	324
2023 Q4	$401K	Buy	2,961 +194	+7%	+$23.9K	0.06%	286
2023 Q3	$310K	Sell	2,767 -616	-18%	-$73.7K	0.06%	309
2023 Q2	$411K	Sell	3,383 -638	-16%	-$74.1K	0.07%	262
2023 Q1	$470K	Buy	4,021 +73	+2%	+$8.49K	0.09%	246
2022 Q4	$434K	Sell	3,948 -234	-6%	-$24.7K	0.1%	239
2022 Q3	$383K	Hold	4,182	–	–	0.09%	235
2022 Q2	$421K	Hold	4,182	–	–	0.1%	224
2022 Q1	$521K	Hold	4,182	–	–	0.1%	220
2021 Q4	$487K	Buy	4,182 +2	+0%	+$238	0.08%	246
2021 Q3	$499K	Sell	4,180 -172	-4%	-$21.3K	0.09%	244
2021 Q2	$576K	Hold	4,352	–	–	0.1%	226
2021 Q1	$547K	Sell	4,352 -30	-0.7%	-$3.63K	0.11%	219
2020 Q4	$503K	Sell	4,382 -174	-4%	-$17.6K	0.11%	204
2020 Q3	$398K	Buy	4,556 +126	+3%	+$11.2K	0.11%	203
2020 Q2	$388K	Buy	4,430 +77	+2%	+$6.38K	0.11%	183
2020 Q1	$331K	Buy	4,353 +97	+2%	+$9.97K	0.12%	174
2019 Q4	$464K	Buy	4,256 +607	+17%	+$65.6K	0.14%	176
2019 Q3	$390K	Buy	3,649 +1,346	+58%	+$143K	0.13%	189
2019 Q2	$239K	Buy	+2,303	New	+$225K	0.08%	257

Other funds holding XAR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 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 $374B AUM 17.66% 1-Year Est. Return

AWM

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

Moloney Securities Asset Management's XAR Position: Q3 2025 in Review

Moloney Securities Asset Management reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 1.2% in Q3 2025, selling an estimated $2.62K and leaving 955 shares worth $224K. The position accounts for 0.03% of the portfolio, ranked #422.

Moloney Securities Asset Management first reported a position in XAR in Q2 2019 and has held it in 26 quarters since. The position peaked at $576K in Q2 2021. 451 funds tracked by Wall St. Rank hold XAR as of Q3 2025.

Moloney Securities Asset Management held 955 shares of State Street SPDR S&P Aerospace & Defense ETF worth $224K as of Q3 2025.
Moloney Securities Asset Management sold 12 State Street SPDR S&P Aerospace & Defense ETF shares in Q3 2025, an estimated $2.62K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.03% of Moloney Securities Asset Management's portfolio in Q3 2025, its #422 holding.
Moloney Securities Asset Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q2 2019 and has held it in 26 quarters since.
Moloney Securities Asset Management's State Street SPDR S&P Aerospace & Defense ETF position peaked at $576K in Q2 2021.
451 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.