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Norris Financial Group’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Norris Financial Group’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
2026
Q1 		$4.16M Buy
16,373
+4,431
+37% +$1.21M 1.36% 23
2025
Q4 		$2.88M Buy
11,942
+349
+3% +$82.9K 0.98% 33
2025
Q3 		$2.72M Buy
+11,593
New +$2.53M 0.99% 34
2021
Q2 		– Sell
-7,117
Closed -$894K – 94
2021
Q1 		$894K Sell
7,117
-7,766
-52% -$940K 0.66% 40
2020
Q4 		$1.71M Sell
14,883
-22,389
-60% -$2.27M 1.35% 20
2020
Q3 		$3.26M Sell
37,272
-17,159
-32% -$1.52M 2.75% 8
2020
Q2 		$4.77M Buy
+54,431
New +$4.51M 4.51% 5

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HCMG
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