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Obsidian Personal Planning Solutions’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Obsidian Personal Planning Solutions’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 		$10.3M Sell
41,467
-4
-0% -$873 3.58% 11
2025
Q2 		$8.75M Buy
41,471
+960
+2% +$174K 3.54% 10
2025
Q1 		$6.93M Buy
40,511
+4,170
+11% +$701K 3.09% 15
2024
Q4 		$6.38M Buy
36,341
+1,559
+4% +$257K 3.08% 13
2024
Q3 		$5.35M Buy
34,782
+3,218
+10% +$479K 2.8% 14
2024
Q2 		$4.42M Buy
31,564
+1,937
+7% +$270K 2.7% 14
2024
Q1 		$4.03M Buy
29,627
+2,843
+11% +$381K 2.65% 16
2023
Q4 		$3.63M Buy
+26,784
New +$3.3M 2.76% 14

Other funds holding XAR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
QC
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
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

Obsidian Personal Planning Solutions's XAR Position: Q3 2025 in Review

Obsidian Personal Planning Solutions reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 0.01% in Q3 2025, selling an estimated $873 and leaving 41,467 shares worth $10.3M. The position accounts for 3.58% of the portfolio, ranked #11.

Obsidian Personal Planning Solutions first reported a position in XAR in Q4 2023 and has held it in 8 quarters since. 451 funds tracked by Wall St. Rank hold XAR as of Q3 2025.

  • Obsidian Personal Planning Solutions held 41,467 shares of State Street SPDR S&P Aerospace & Defense ETF worth $10.3M as of Q3 2025.
  • Obsidian Personal Planning Solutions sold 4 State Street SPDR S&P Aerospace & Defense ETF shares in Q3 2025, an estimated $873.
  • State Street SPDR S&P Aerospace & Defense ETF made up 3.58% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #11 holding.
  • Obsidian Personal Planning Solutions first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2023 and has held it in 8 quarters since.
  • 451 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q3 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.