Prelude Capital Management’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Prelude Capital 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
2024 Q4	–	Sell	-7,990	Closed	-$1.26M	–	1596
2024 Q3	$1.26M	Hold	7,990	–	–	0.08%	322
2024 Q2	$1.12M	Hold	7,990	–	–	0.08%	291
2024 Q1	$1.12M	Hold	7,990	–	–	0.06%	364
2023 Q4	$1.08M	Buy	+7,990	New	+$984K	0.07%	281
2019 Q4	–	Sell	-864	Closed	-$92K	–	2296
2019 Q3	$92K	Buy	+864	New	+$91.8K	﹤0.01%	986

Other funds holding XAR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Prelude Capital Management's XAR Position: Q4 2024 in Review

Prelude Capital Management sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q4 2024, closing a stake of 7,990 shares — an estimated $1.26M sold.

Prelude Capital Management first reported a position in XAR in Q3 2019 and held it in 5 quarters. The position peaked at $1.26M in Q3 2024. 370 funds tracked by Wall St. Rank hold XAR as of Q4 2024.

Prelude Capital Management reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q4 2024 after selling out during the quarter.
Prelude Capital Management sold 7,990 State Street SPDR S&P Aerospace & Defense ETF shares in Q4 2024, an estimated $1.26M.
Prelude Capital Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2019 and held it in 5 quarters.
Prelude Capital Management's State Street SPDR S&P Aerospace & Defense ETF position peaked at $1.26M in Q3 2024.
370 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q4 2024.

Based on Prelude Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.