Raymond James Financial
XAR icon

Raymond James Financial’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Raymond James Financial’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 		$65M Buy
255,794
+336
+0.1% +$92K 0.02% 719
2025
Q4 		$61.6M Buy
255,458
+5,337
+2% +$1.27M 0.02% 719
2025
Q3 		$58.8M Buy
250,121
+55,705
+29% +$12.2M 0.02% 714
2025
Q2 		$41M Buy
194,416
+26,306
+16% +$4.77M 0.01% 878
2025
Q1 		$27M Buy
168,110
+34,722
+26% +$5.84M 0.01% 1089
2024
Q4 		$22.1M Buy
+133,388
New +$22M 0.01% 1231

Other funds holding XAR

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return