SWA
SOA Wealth Advisors’s SPDR S&P Aerospace & Defense ETF XAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $440K | Buy |
2,087
+2
| +0.1% | +$422 | 0.08% | 129 |
|
|
2025
Q1 | $335K | Buy |
2,085
+2
| +0.1% | +$321 | 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% | +$472 | 0.06% | 137 |
|
|
2024
Q2 | $290K | Buy |
2,073
+2
| +0.1% | +$280 | 0.06% | 142 |
|
|
2024
Q1 | $291K | Buy |
2,071
+2
| +0.1% | +$281 | 0.06% | 146 |
|
|
2023
Q4 | $280K | Buy |
2,069
+6
| +0.3% | +$812 | 0.06% | 143 |
|
|
2023
Q3 | $231K | Buy |
2,063
+2
| +0.1% | +$224 | 0.06% | 152 |
|
|
2023
Q2 | $250K | Buy |
2,061
+2
| +0.1% | +$243 | 0.06% | 144 |
|
|
2023
Q1 | $241K | Buy |
2,059
+6
| +0.3% | +$701 | 0.06% | 136 |
|
|
2022
Q4 | $226K | Buy |
2,053
+81
| +4% | +$8.92K | 0.06% | 140 |
|
|
2022
Q3 | $180K | Buy |
1,972
+1,188
| +152% | +$108K | 0.05% | 152 |
|
|
2022
Q2 | $78K | Buy |
+784
| New | +$78K | 0.02% | 224 |
|