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

Thompson Investment 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	-9	Closed	-$1.49K	–	500
2024 Q4	$1.49K	Sell	9 -9	-50%	-$1.49K	﹤0.01%	451
2024 Q3	$2.83K	Hold	18	–	–	﹤0.01%	433
2024 Q2	$2.52K	Sell	18 -70	-80%	-$9.77K	﹤0.01%	440
2024 Q1	$12.4K	Buy	88 +18	+26%	+$2.42K	﹤0.01%	384
2023 Q4	$9.48K	Buy	+70	New	+$8.62K	﹤0.01%	334

Other funds holding XAR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $369B AUM 28.27% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Thompson Investment Management's XAR Position: Q1 2025 in Review

Thompson Investment Management sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q1 2025, closing a stake of 9 shares — an estimated $1.49K sold.

Thompson Investment Management first reported a position in XAR in Q4 2023 and held it in 5 quarters. The position peaked at $12.4K in Q1 2024. 370 funds tracked by Wall St. Rank hold XAR as of Q1 2025.

Thompson Investment Management reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q1 2025 after selling out during the quarter.
Thompson Investment Management sold 9 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2025, an estimated $1.49K.
Thompson Investment Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2023 and held it in 5 quarters.
Thompson Investment Management's State Street SPDR S&P Aerospace & Defense ETF position peaked at $12.4K in Q1 2024.
370 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2025.

Based on Thompson Investment Management's 13F filing for Q1 2025, filed 15 Apr 2025.