Summit Financial’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
$1.59M Sell
7,550
-1,552
-17% -$327K 0.04% 330
2025
Q1
$1.46M Buy
9,102
+1,023
+13% +$164K 0.04% 308
2024
Q4
$1.34M Buy
8,079
+1,012
+14% +$168K 0.05% 266
2024
Q3
$1.11M Buy
7,067
+300
+4% +$47.2K 0.04% 239
2024
Q2
$947K Buy
6,767
+2,977
+79% +$417K 0.04% 236
2024
Q1
$533K Buy
+3,790
New +$533K 0.03% 246