PSI Advisors’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

PSI Advisors’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 Q2	–	Sell	-55	Closed	-$8.84K	–	707
2025 Q1	$8.84K	Hold	55	–	–	﹤0.01%	463
2024 Q4	$9.12K	Hold	55	–	–	﹤0.01%	544
2024 Q3	$8.65K	Hold	55	–	–	﹤0.01%	561
2024 Q2	$7.7K	Hold	55	–	–	﹤0.01%	563
2024 Q1	$7.73K	Hold	55	–	–	﹤0.01%	525
2023 Q4	$7.45K	Hold	55	–	–	﹤0.01%	555
2023 Q3	$6.17K	Hold	55	–	–	﹤0.01%	565
2023 Q2	$6.68K	Hold	55	–	–	﹤0.01%	547
2023 Q1	$6.43K	Hold	55	–	–	﹤0.01%	499
2022 Q4	$6.05K	Hold	55	–	–	﹤0.01%	491
2022 Q3	$5K	Hold	55	–	–	﹤0.01%	534
2022 Q2	$6K	Sell	55 -51	-48%	-$5.62K	﹤0.01%	549
2022 Q1	$13K	Hold	106	–	–	0.01%	443
2021 Q4	$12K	Hold	106	–	–	﹤0.01%	480
2021 Q3	$13K	Buy	+106	New	+$13.1K	0.01%	461

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HCMG

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

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

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

PSI Advisors's XAR Position: Q2 2025 in Review

PSI Advisors sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q2 2025, closing a stake of 55 shares — an estimated $8.84K sold.

PSI Advisors first reported a position in XAR in Q3 2021 and held it in 15 quarters. The position peaked at $13K in Q1 2022. 410 funds tracked by Wall St. Rank hold XAR as of Q2 2025.

PSI Advisors reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q2 2025 after selling out during the quarter.
PSI Advisors sold 55 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2025, an estimated $8.84K.
PSI Advisors first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2021 and held it in 15 quarters.
PSI Advisors's State Street SPDR S&P Aerospace & Defense ETF position peaked at $13K in Q1 2022.
410 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.