Signature Estate & Investment Advisors’s SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.33M Buy
11,039
+350
+3% +$73.8K 0.05% 139
2025
Q1
$1.72M Buy
10,689
+288
+3% +$46.3K 0.05% 158
2024
Q4
$1.72M Buy
10,401
+249
+2% +$41.3K 0.04% 154
2024
Q3
$1.6M Buy
10,152
+25
+0.2% +$3.93K 0.04% 157
2024
Q2
$1.42M Buy
+10,127
New +$1.42M 0.04% 157
2020
Q1
Sell
-3,094
Closed -$338K 165
2019
Q4
$338K Hold
3,094
0.02% 128
2019
Q3
$331K Sell
3,094
-3,887
-56% -$416K 0.02% 124
2019
Q2
$725K Sell
6,981
-903
-11% -$93.8K 0.05% 108
2019
Q1
$724K Sell
7,884
-1,193
-13% -$110K 0.05% 110
2018
Q4
$716K Buy
9,077
+1,345
+17% +$106K 0.06% 107
2018
Q3
$770K Buy
7,732
+1,742
+29% +$173K 0.07% 93
2018
Q2
$522K Hold
5,990
0.05% 106
2018
Q1
$520K Hold
5,990
0.05% 105
2017
Q4
$501K Sell
5,990
-2,176
-27% -$182K 0.05% 116
2017
Q3
$652K Sell
8,166
-664
-8% -$53K 0.07% 98
2017
Q2
$622K Buy
8,830
+368
+4% +$25.9K 0.07% 84
2017
Q1
$566K Buy
8,462
+3,291
+64% +$220K 0.07% 86
2016
Q4
$328K Buy
5,171
+3,236
+167% +$205K 0.05% 106
2016
Q3
$113K Buy
+1,935
New +$113K 0.02% 147