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WMG Financial Advisors’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

WMG Financial Advisors’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
-954
Closed -$224K – 212
2025
Q3 		$224K Hold
954
– – 0.07% 183
2025
Q2 		$201K Buy
+954
New +$173K 0.07% 180

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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WMG Financial Advisors's XAR Position: Q4 2025 in Review

WMG Financial Advisors sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q4 2025, closing a stake of 954 shares — an estimated $224K sold.

WMG Financial Advisors first reported a position in XAR in Q2 2025 and held it in 2 quarters. The position peaked at $224K in Q3 2025. 498 funds tracked by Wall St. Rank hold XAR as of Q4 2025.

  • WMG Financial Advisors reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q4 2025 after selling out during the quarter.
  • WMG Financial Advisors sold 954 State Street SPDR S&P Aerospace & Defense ETF shares in Q4 2025, an estimated $224K.
  • WMG Financial Advisors first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q2 2025 and held it in 2 quarters.
  • WMG Financial Advisors's State Street SPDR S&P Aerospace & Defense ETF position peaked at $224K in Q3 2025.
  • 498 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q4 2025.

Based on WMG Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.