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SMI Advisory Services’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

SMI Advisory Services’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
Q3 		– Sell
-45,380
Closed -$9.87M – 61
2025
Q2 		$9.87M Buy
+45,380
New +$8.23M 1.91% 13

Other funds holding XAR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return

SMI Advisory Services's XAR Position: Q3 2025 in Review

SMI Advisory Services sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q3 2025, closing a stake of 45,380 shares — an estimated $9.87M sold.

SMI Advisory Services first reported a position in XAR in Q2 2025 and held it in 1 quarter. The position peaked at $9.87M in Q2 2025. 451 funds tracked by Wall St. Rank hold XAR as of Q3 2025.

  • SMI Advisory Services reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q3 2025 after selling out during the quarter.
  • SMI Advisory Services sold 45,380 State Street SPDR S&P Aerospace & Defense ETF shares in Q3 2025, an estimated $9.87M.
  • SMI Advisory Services first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q2 2025 and held it in 1 quarter.
  • SMI Advisory Services's State Street SPDR S&P Aerospace & Defense ETF position peaked at $9.87M in Q2 2025.
  • 451 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q3 2025.

Based on SMI Advisory Services's 13F filing for Q3 2025, filed 6 Oct 2025.