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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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.51B AUM 21.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return