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

Tyler-Stone 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 Q2	$249K	Buy	+1,180	New	+$214K	0.04%	295
2024 Q3	–	Sell	-359	Closed	-$50.3K	–	956
2024 Q2	$50.3K	Sell	359 -204	-36%	-$28.5K	0.02%	365
2024 Q1	$79.2K	Hold	563	–	–	0.04%	304
2023 Q4	$76.2K	Buy	563 +2	+0.4%	+$246	0.04%	301
2023 Q3	$63K	Hold	561	–	–	0.04%	312
2023 Q2	$68K	Buy	+561	New	+$65.2K	0.04%	303
2022 Q4	$62K	Hold	559	–	–	0.04%	286
2022 Q3	$51K	Buy	559 +1	+0.2%	+$105	0.04%	299
2022 Q2	$56K	Buy	558 +1	+0.2%	+$110	0.04%	303
2022 Q1	$69K	Hold	557	–	–	0.04%	301
2021 Q4	$65K	Buy	+557	New	+$66.3K	0.03%	326

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HCMG

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

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

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

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

Tyler-Stone Wealth Management's XAR Position: Q2 2025 in Review

Tyler-Stone Wealth Management opened a new position in State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q2 2025: 1,180 shares worth $249K. The stake represents 0.04% of the portfolio and ranks #295 among its holdings. This is a return to the name: Tyler-Stone Wealth Management previously reported a position in XAR as recently as Q2 2024.

Tyler-Stone Wealth Management first reported a position in XAR in Q4 2021 and has held it in 11 quarters since. 410 funds tracked by Wall St. Rank hold XAR as of Q2 2025.

Tyler-Stone Wealth Management held 1,180 shares of State Street SPDR S&P Aerospace & Defense ETF worth $249K as of Q2 2025.
State Street SPDR S&P Aerospace & Defense ETF was a new Tyler-Stone Wealth Management position in Q2 2025.
State Street SPDR S&P Aerospace & Defense ETF made up 0.04% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #295 holding.
Tyler-Stone Wealth Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2021 and has held it in 11 quarters since.
410 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.