Accurate Wealth Management’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Accurate Wealth Management’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
2026 Q2	$1.57M	Sell	5,775 -115	-2%	-$31.1K	0.15%	157
2026 Q1	$1.58M	Buy	5,890 +779	+15%	+$213K	0.19%	118
2025 Q4	$1.41M	Buy	5,111 +1,596	+45%	+$379K	0.18%	131
2025 Q3	$865K	Buy	3,515 +1,050	+43%	+$229K	0.12%	191
2025 Q2	$517K	Buy	+2,465	New	+$447K	0.08%	258
2023 Q1	–	Sell	-388	Closed	-$43.7K	–	1484
2022 Q4	$43.7K	Buy	+388	New	+$41K	0.02%	485
2022 Q1	–	Sell	-2,539	Closed	-$309K	–	195
2021 Q4	$309K	Sell	2,539 -106	-4%	-$12.6K	0.25%	108
2021 Q3	$322K	Sell	2,645 -332	-11%	-$41K	0.28%	101
2021 Q2	$394K	Buy	+2,977	New	+$382K	0.35%	74

Other funds holding XAR

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

TFA

Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return

WAS

WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Accurate Wealth Management's XAR Position: Q2 2026 in Review

Accurate Wealth Management reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 2% in Q2 2026, selling an estimated $31.1K and leaving 5,775 shares worth $1.57M. The position accounts for 0.15% of the portfolio, ranked #157.

Accurate Wealth Management first reported a position in XAR in Q2 2021 and has held it in 9 quarters since. The position peaked at $1.58M in Q1 2026. 95 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Accurate Wealth Management held 5,775 shares of State Street SPDR S&P Aerospace & Defense ETF worth $1.57M as of Q2 2026.
Accurate Wealth Management sold 115 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $31.1K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.15% of Accurate Wealth Management's portfolio in Q2 2026, its #157 holding.
Accurate Wealth Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q2 2021 and has held it in 9 quarters since.
Accurate Wealth Management's State Street SPDR S&P Aerospace & Defense ETF position peaked at $1.58M in Q1 2026.
95 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.