Obermeyer Wealth Partners’s SPDR S&P Aerospace & Defense ETF XAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $398K | Hold |
1,885
| – | – | 0.02% | 185 |
|
|
2025
Q1 | $303K | Hold |
1,885
| – | – | 0.02% | 202 |
|
|
2024
Q4 | $313K | Hold |
1,885
| – | – | 0.02% | 200 |
|
|
2024
Q3 | $297K | Hold |
1,885
| – | – | 0.02% | 204 |
|
|
2024
Q2 | $264K | Hold |
1,885
| – | – | 0.02% | 203 |
|
|
2024
Q1 | $265K | Hold |
1,885
| – | – | 0.02% | 206 |
|
|
2023
Q4 | $255K | Hold |
1,885
| – | – | 0.02% | 187 |
|
|
2023
Q3 | $211K | Hold |
1,885
| – | – | 0.02% | 203 |
|
|
2023
Q2 | $229K | Hold |
1,885
| – | – | 0.02% | 193 |
|
|
2023
Q1 | $220K | Hold |
1,885
| – | – | 0.02% | 198 |
|
|
2022
Q4 | $207K | Buy |
+1,885
| New | +$207K | 0.02% | 209 |
|