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O'Shaughnessy Asset Management’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

O'Shaughnessy 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
2026
Q1 		$128K Buy
503
+80
+19% +$21.9K ﹤0.01% 2087
2025
Q4 		$102K Buy
423
+47
+13% +$11.2K ﹤0.01% 2123
2025
Q3 		$88.3K Hold
376
– – ﹤0.01% 2114
2025
Q2 		$79.3K Hold
376
– – ﹤0.01% 1985
2025
Q1 		$60.4K Sell
376
-250
-40% -$42K ﹤0.01% 1960
2024
Q4 		$104K Buy
626
+16
+3% +$2.64K ﹤0.01% 1855
2024
Q3 		$98.2K Buy
610
+310
+103% +$46.2K ﹤0.01% 1808
2024
Q2 		$42K Buy
+300
New +$41.9K ﹤0.01% 1730
2024
Q1 		– Hold
0
– – – 1853

Other funds holding XAR

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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Wells Fargo
Wells Fargo San Francisco, California $501B 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 $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.51B AUM 21.57% 1-Year Est. Return