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Stelac Advisory Services’s Global X Defense Tech ETF SHLD Stock Holding History

Stelac Advisory Services’s Portfolio SHLD Stock Details SHLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-12,756
Closed -$477K – 116
2024
Q4 		$477K Buy
+12,756
New +$493K 0.19% 59

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Morgan Stanley
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HC
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Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Stelac Advisory Services's SHLD Position: Q1 2025 in Review

Stelac Advisory Services sold out of Global X Defense Tech ETF (SHLD) in Q1 2025, closing a stake of 12,756 shares — an estimated $477K sold.

Stelac Advisory Services first reported a position in SHLD in Q4 2024 and held it in 1 quarter. The position peaked at $477K in Q4 2024. 136 funds tracked by Wall St. Rank hold SHLD as of Q1 2025.

  • Stelac Advisory Services reported no remaining Global X Defense Tech ETF position as of Q1 2025 after selling out during the quarter.
  • Stelac Advisory Services sold 12,756 Global X Defense Tech ETF shares in Q1 2025, an estimated $477K.
  • Stelac Advisory Services first reported a position in Global X Defense Tech ETF in Q4 2024 and held it in 1 quarter.
  • Stelac Advisory Services's Global X Defense Tech ETF position peaked at $477K in Q4 2024.
  • 136 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q1 2025.

Based on Stelac Advisory Services's 13F filing for Q1 2025, filed 14 May 2025.