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 Q3	$1.3M	Buy	5,850 +75	+1%	+$19.8K	0.11%	186
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Enclave Advisors Austin, Texas $793M AUM 15.9% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Cumberland Advisors Sarasota, Florida $280M AUM 17.5% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Accurate Wealth Management's XAR Position: Q3 2026 in Review

Accurate Wealth Management increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 1.3% in Q3 2026, buying an estimated $19.8K and bringing the position to 5,850 shares worth $1.3M. The position accounts for 0.11% of the portfolio, ranked #186.

Accurate Wealth Management first reported a position in XAR in Q2 2021 and has held it in 10 quarters since. The position peaked at $1.58M in Q1 2026. 414 funds tracked by Wall St. Rank hold XAR as of Q3 2026.

Accurate Wealth Management held 5,850 shares of State Street SPDR S&P Aerospace & Defense ETF worth $1.3M as of Q3 2026.
Accurate Wealth Management bought 75 State Street SPDR S&P Aerospace & Defense ETF shares in Q3 2026, an estimated $19.8K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.11% of Accurate Wealth Management's portfolio in Q3 2026, its #186 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 10 quarters since.
Accurate Wealth Management's State Street SPDR S&P Aerospace & Defense ETF position peaked at $1.58M in Q1 2026.
414 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.