Accurate Wealth Management, LLC Spdr S&P Aerospace & Defense E Transaction History

Accurate Wealth Management, LLC

  • $663 Million
  • Q3 2025

A detailed history of Accurate Wealth Management, LLC transactions in Spdr S&P Aerospace & Defense E stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 3,515 shares of XAR stock, worth $801,560. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,515
Previous 2,465 42.6%
Holding current value
$801,560
Previous $519,000 58.96%
% of portfolio
0.12%
Previous 0.09%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
BUY
$205.52 - $234.96 $215,796 - $246,708
1,050 Added 42.6%
3,515 $825,000
Q2 2025

Jul 15, 2025
BUY
$144.94 - $210.94 $357,277 - $519,967
2,465 New
2,465 $519,000
Q4 2022

Jan 11, 2023
BUY
$93.31 - $113.09 $36,204 - $43,878
388 New
388 $0
Q1 2022

May 10, 2022
SELL
$107.27 - $126.95 $272,358 - $322,326
-2,539 Closed
0 $0
Q4 2021

Feb 08, 2022
SELL
$109.09 - $125.62 $11,563 - $13,315
-106 Reduced 4.01%
2,539 $309,000
Q3 2021

Oct 22, 2021
SELL
$115.91 - $132.64 $38,482 - $44,036
-332 Reduced 11.15%
2,645 $322,000
Q2 2021

Aug 25, 2021
BUY
$120.39 - $136.44 $358,401 - $406,181
2,977 New
2,977 $394,000

Others Institutions Holding XAR

# of Institutions
503
Shares Held
8.5M
Call Options Held
64.1K
Put Options Held
4.6K
View Full List

About SPDR S&P AEROSPACE & DEFENSE E

XAR Quotes by TradingView
  • Ticker XAR
  • Sector ETFs
  • Industry ETFs
More about XAR
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