Spire Wealth Management’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
$612K Sell
2,901
-523
-15% -$110K 0.02% 465
2025
Q1
$550K Sell
3,424
-1,745
-34% -$280K 0.02% 543
2024
Q4
$857K Sell
5,169
-49
-0.9% -$8.13K 0.03% 427
2024
Q3
$821K Sell
5,218
-437
-8% -$68.8K 0.03% 416
2024
Q2
$792K Buy
5,655
+1,330
+31% +$186K 0.03% 393
2024
Q1
$608K Buy
4,325
+3,316
+329% +$466K 0.01% 476
2023
Q4
$131K Buy
1,009
+477
+90% +$61.8K ﹤0.01% 919
2023
Q3
$59.7K Sell
532
-210
-28% -$23.6K ﹤0.01% 1108
2023
Q2
$90.2K Hold
742
﹤0.01% 1001
2023
Q1
$86.7K Sell
742
-429
-37% -$50.1K ﹤0.01% 1005
2022
Q4
$129K Buy
1,171
+63
+6% +$6.94K 0.01% 661
2022
Q3
$102K Sell
1,108
-697
-39% -$64.2K 0.01% 705
2022
Q2
$182K Buy
1,805
+189
+12% +$19.1K 0.01% 803
2022
Q1
$202K Buy
1,616
+455
+39% +$56.9K 0.01% 897
2021
Q4
$135K Buy
1,161
+1
+0.1% +$116 ﹤0.01% 1281
2021
Q3
$138K Sell
1,160
-519
-31% -$61.7K ﹤0.01% 1071
2021
Q2
$222K Buy
1,679
+1
+0.1% +$132 0.01% 903
2021
Q1
$179K Buy
+1,678
New +$179K ﹤0.01% 1121