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

Raleigh 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	-215	Closed	-$33.9K	–	1069
2024 Q3	$33.9K	Hold	215	–	–	0.01%	365
2024 Q2	$30.1K	Hold	215	–	–	0.01%	371
2024 Q1	$30.2K	Hold	215	–	–	0.01%	370
2023 Q4	$29.1K	Hold	215	–	–	0.01%	368
2023 Q3	$24.1K	Hold	215	–	–	0.01%	367
2023 Q2	$26.2K	Hold	215	–	–	0.01%	340
2023 Q1	$25.2K	Buy	+215	New	+$25K	0.01%	333

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

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

Raleigh Capital Management sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q4 2024, closing a stake of 215 shares — an estimated $33.9K sold.

Raleigh Capital Management first reported a position in XAR in Q1 2023 and held it in 7 quarters. The position peaked at $33.9K in Q3 2024. 370 funds tracked by Wall St. Rank hold XAR as of Q4 2024.

Raleigh Capital Management reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q4 2024 after selling out during the quarter.
Raleigh Capital Management sold 215 State Street SPDR S&P Aerospace & Defense ETF shares in Q4 2024, an estimated $33.9K.
Raleigh Capital Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2023 and held it in 7 quarters.
Raleigh Capital Management's State Street SPDR S&P Aerospace & Defense ETF position peaked at $33.9K 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 Raleigh Capital Management's 13F filing for Q4 2024, filed 17 Jan 2025.