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

Accurate Wealth Management, LLC

$688 Million
Q4 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 5,111 shares of XAR stock, worth $1.17 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

5,111

Previous 3,515 45.41%

Holding current value

$1.17 Million

Previous $825,000 41.21%

% of portfolio

0.17%

Previous 0.12%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 13, 2026	BUY	$227.13 - $251.24 $362,499 - $400,979	1,596 Added 45.41%	5,111 $1.17 Million
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

511

Shares Held

8.56M

Call Options Held

64.1K

Put Options Held

4.6K

View Full List

About SPDR S&P AEROSPACE & DEFENSE E

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