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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$532K	Hold	2,093	–	–	0.1%	114
2025 Q4	$505K	Buy	2,093 +1	+0%	+$238	0.09%	124
2025 Q3	$491K	Buy	2,092 +5	+0.2%	+$1.09K	0.08%	126
2025 Q2	$440K	Buy	2,087 +2	+0.1%	+$363	0.08%	129
2025 Q1	$335K	Buy	2,085 +2	+0.1%	+$336	0.07%	138
2024 Q4	$345K	Buy	2,083 +7	+0.3%	+$1.16K	0.06%	140
2024 Q3	$327K	Buy	2,076 +3	+0.1%	+$447	0.06%	137
2024 Q2	$290K	Buy	2,073 +2	+0.1%	+$279	0.06%	142
2024 Q1	$291K	Buy	2,071 +2	+0.1%	+$268	0.06%	146
2023 Q4	$280K	Buy	2,069 +6	+0.3%	+$739	0.06%	143
2023 Q3	$231K	Buy	2,063 +2	+0.1%	+$239	0.06%	152
2023 Q2	$250K	Buy	2,061 +2	+0.1%	+$232	0.06%	144
2023 Q1	$241K	Buy	2,059 +6	+0.3%	+$698	0.06%	136
2022 Q4	$226K	Buy	2,053 +81	+4%	+$8.55K	0.06%	140
2022 Q3	$180K	Buy	1,972 +1,188	+152%	+$124K	0.05%	152
2022 Q2	$78K	Buy	+784	New	+$86.4K	0.02%	224