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

Rise 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 Q4	–	Sell	-365	Closed	-$85.7K	–	1452
2025 Q3	$85.7K	Buy	365 +1	+0.3%	+$218	0.03%	176
2025 Q2	$76.8K	Buy	364 +58	+19%	+$10.5K	0.03%	184
2025 Q1	$49.1K	Buy	306 +1	+0.3%	+$168	0.02%	227
2024 Q4	$50.6K	Buy	305 +1	+0.3%	+$165	0.02%	229
2024 Q3	$47.9K	Hold	304	–	–	0.02%	249
2024 Q2	$42.5K	Hold	304	–	–	0.02%	261
2024 Q1	$42.6K	Buy	304 +1	+0.3%	+$134	0.02%	258
2023 Q4	$41.1K	Buy	303 +1	+0.3%	+$123	0.03%	177
2023 Q3	$33.9K	Hold	302	–	–	0.03%	175
2023 Q2	$36.7K	Hold	302	–	–	0.03%	179
2023 Q1	$35.3K	Buy	302 +1	+0.3%	+$116	0.03%	186
2022 Q4	$33.2K	Hold	301	–	–	0.03%	189
2022 Q3	$28K	Hold	301	–	–	0.02%	214
2022 Q2	$30K	Buy	301 +1	+0.3%	+$110	0.03%	196
2022 Q1	$37K	Buy	+300	New	+$35.2K	0.03%	182

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Rise Advisors's XAR Position: Q4 2025 in Review

Rise Advisors sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q4 2025, closing a stake of 365 shares — an estimated $85.7K sold.

Rise Advisors first reported a position in XAR in Q1 2022 and held it in 15 quarters. The position peaked at $85.7K in Q3 2025. 498 funds tracked by Wall St. Rank hold XAR as of Q4 2025.

Rise Advisors reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 365 State Street SPDR S&P Aerospace & Defense ETF shares in Q4 2025, an estimated $85.7K.
Rise Advisors first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2022 and held it in 15 quarters.
Rise Advisors's State Street SPDR S&P Aerospace & Defense ETF position peaked at $85.7K in Q3 2025.
498 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.