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Wealthspire Advisors (New York)’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-603
Closed -$142K – 2927
2025
Q3 		$142K Buy
+603
New +$132K ﹤0.01% 909

Other funds holding XAR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealthspire Advisors (New York)'s XAR Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q4 2025, closing a stake of 603 shares — an estimated $142K sold.

Wealthspire Advisors (New York) first reported a position in XAR in Q3 2025 and held it in 1 quarter. The position peaked at $142K in Q3 2025. 499 funds tracked by Wall St. Rank hold XAR as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 603 State Street SPDR S&P Aerospace & Defense ETF shares in Q4 2025, an estimated $142K.
  • Wealthspire Advisors (New York) first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s State Street SPDR S&P Aerospace & Defense ETF position peaked at $142K in Q3 2025.
  • 499 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.