Pcg Wealth Advisors, LLC Spdr S&P Aerospace & Defense E Transaction History

Pcg Wealth Advisors, LLC

$271 Million
Q1 2025

A detailed history of Pcg Wealth Advisors, LLC transactions in Spdr S&P Aerospace & Defense E stock. As of the latest transaction made, Pcg Wealth Advisors, LLC holds 1,489 shares of XAR stock, worth $254,559. This represents 0.09% of its overall portfolio holdings.

Number of Shares

1,489

Previous 1,490 0.07%

Holding current value

$254,559

Previous $247,000 3.24%

% of portfolio

0.09%

Previous 0.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	SELL	$157.71 - $180.77 $157 - $180	-1 Reduced 0.07%	1,489 $239,000
Q3 2024 Oct 15, 2024	SELL	$139.03 - $157.34 $556 - $629	-4 Reduced 0.27%	1,490 $234,000
Q2 2024 Jul 15, 2024	SELL	$132.1 - $144.92 $1,321 - $1,449	-10 Reduced 0.66%	1,494 $209,000
Q4 2023 Jan 29, 2024	BUY	$109.6 - $136.33 $164,838 - $205,040	1,504 New	1,504 $203,000
Q3 2022 Oct 12, 2022	BUY	$91.68 - $115.5 $277,607 - $349,734	3,028 New	3,028 $278,000
Q2 2022 Jul 13, 2022	SELL	$96.26 - $126.23 $190,017 - $249,178	-1,974 Closed	0 $0
Q1 2022 Apr 22, 2022	BUY	$107.27 - $126.95 $1,072 - $1,269	10 Added 0.51%	1,974 $246,000
Q4 2021 Feb 10, 2022	BUY	$109.09 - $125.62 $214,252 - $246,717	1,964 New	1,964 $227,000

Others Institutions Holding XAR

# of Institutions

418

Shares Held

7.68M

Call Options Held

30.6K

Put Options Held

5.2K

View Full List

About SPDR S&P AEROSPACE & DEFENSE E

Ticker XAR
Sector ETFs
Industry ETFs

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Pcg Wealth Advisors, LLC Spdr S&P Aerospace & Defense E Transaction History