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

Stapp Wealth Management’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 Q1	–	Sell	-5,948	Closed	-$986K	–	31
2024 Q4	$986K	Buy	5,948 +191	+3%	+$31.5K	1.54%	13
2024 Q3	$906K	Sell	5,757 -15	-0.3%	-$2.23K	1.46%	13
2024 Q2	$808K	Buy	5,772 +236	+4%	+$32.9K	1.4%	13
2024 Q1	$778K	Buy	5,536 +613	+12%	+$82.2K	1.36%	13
2023 Q4	$667K	Sell	4,923 -561	-10%	-$69.1K	1.12%	15
2023 Q3	$615K	Sell	5,484 -12	-0.2%	-$1.44K	1.18%	14
2023 Q2	$668K	Buy	5,496 +35	+0.6%	+$4.07K	1.32%	14
2023 Q1	$638K	Buy	5,461 +259	+5%	+$30.1K	0.88%	14
2022 Q4	$572K	Buy	5,202 +616	+13%	+$65.1K	1.37%	13
2022 Q3	$420K	Buy	+4,586	New	+$479K	1.22%	13

Other funds holding XAR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stapp Wealth Management's XAR Position: Q1 2025 in Review

Stapp Wealth Management sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q1 2025, closing a stake of 5,948 shares — an estimated $986K sold.

Stapp Wealth Management first reported a position in XAR in Q3 2022 and held it in 10 quarters. The position peaked at $986K in Q4 2024. 368 funds tracked by Wall St. Rank hold XAR as of Q1 2025.

Stapp Wealth Management reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q1 2025 after selling out during the quarter.
Stapp Wealth Management sold 5,948 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2025, an estimated $986K.
Stapp Wealth Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2022 and held it in 10 quarters.
Stapp Wealth Management's State Street SPDR S&P Aerospace & Defense ETF position peaked at $986K in Q4 2024.
368 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2025.

Based on Stapp Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.