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

Running Point Capital 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	$52.8K	Hold	219	–	–	0.01%	149
2025 Q3	$51.5K	Hold	219	–	–	0.01%	154
2025 Q2	$46.2K	Buy	219 +67	+44%	+$12.1K	0.01%	146
2025 Q1	$24.4K	Hold	152	–	–	0.01%	149
2024 Q4	$25.2K	Hold	152	–	–	0.01%	137
2024 Q3	$23.9K	Hold	152	–	–	0.01%	125
2024 Q2	$21.3K	Hold	152	–	–	0.01%	122
2024 Q1	$21.4K	Buy	+152	New	+$20.4K	0.01%	120

Other funds holding XAR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Running Point Capital Advisors's XAR Position: Q4 2025 in Review

Running Point Capital Advisors held its State Street SPDR S&P Aerospace & Defense ETF (XAR) position steady in Q4 2025 at 219 shares worth $52.8K. The position accounts for 0.01% of the portfolio, ranked #149.

Running Point Capital Advisors first reported a position in XAR in Q1 2024 and has held it in 8 quarters since. 495 funds tracked by Wall St. Rank hold XAR as of Q4 2025.

Running Point Capital Advisors held 219 shares of State Street SPDR S&P Aerospace & Defense ETF worth $52.8K as of Q4 2025.
Running Point Capital Advisors left its State Street SPDR S&P Aerospace & Defense ETF share count unchanged in Q4 2025.
State Street SPDR S&P Aerospace & Defense ETF made up 0.01% of Running Point Capital Advisors's portfolio in Q4 2025, its #149 holding.
Running Point Capital Advisors first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2024 and has held it in 8 quarters since.
495 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.