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SS
Sunbelt Securities’s
State Street SPDR S&P Aerospace & Defense ETF
XAR
Stock Holding History
Sunbelt Securities’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
2026
Q1
$91.5K
Buy
360
+285
+380%
+$78K
0.01%
867
2025
Q4
$18.1K
Hold
75
–
–
﹤0.01%
1283
2025
Q3
$17.6K
Hold
75
–
–
﹤0.01%
1299
2025
Q2
$12.4K
Hold
75
–
–
﹤0.01%
1258
2025
Q1
$12.1K
Hold
75
–
–
﹤0.01%
1233
2024
Q4
$12.5K
Hold
75
–
–
﹤0.01%
1262
2024
Q3
$11.8K
Hold
75
–
–
﹤0.01%
1268
2024
Q2
$10.5K
Hold
75
–
–
﹤0.01%
1256
2024
Q1
$10.5K
Hold
75
–
–
﹤0.01%
1225
2023
Q4
$10.2K
Hold
75
–
–
﹤0.01%
1165
2023
Q3
$8.41K
Hold
75
–
–
﹤0.01%
1193
2023
Q2
$9.12K
Hold
75
–
–
﹤0.01%
1198
2023
Q1
$8.72K
Buy
+75
New
+$8.72K
﹤0.01%
1168
2020
Q1
–
Sell
-1,997
Closed
-$218K
–
665
2019
Q4
$218K
Buy
1,997
+38
+2%
+$4.1K
0.02%
523
2019
Q3
$209K
Buy
+1,959
New
+$208K
0.02%
507
Other funds holding XAR
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Mirae Asset Global Investments
Seoul, South Korea
$299B AUM
28.69%
1-Year Est. Return
HCMG
Howard Capital Management Group
Los Angeles, California
$1.51B AUM
21.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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