Acorn Financial Advisory Services’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Acorn Financial Advisory Services’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	$621K	Buy	2,187 +22	+1%	+$5.95K	0.08%	116
2026 Q1	$550K	Sell	2,165 -4	-0.2%	-$1.09K	0.08%	118
2025 Q4	$523K	Buy	2,169 +47	+2%	+$11.2K	0.08%	114
2025 Q3	$498K	Buy	2,122 +259	+14%	+$56.5K	0.08%	118
2025 Q2	$393K	Buy	1,863 +344	+23%	+$62.4K	0.06%	129
2025 Q1	$244K	Buy	+1,519	New	+$255K	0.04%	166

Other funds holding XAR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HCMG

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

Acorn Financial Advisory Services's XAR Position: Q2 2026 in Review

Acorn Financial Advisory Services increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 1% in Q2 2026, buying an estimated $5.95K and bringing the position to 2,187 shares worth $621K. The position accounts for 0.08% of the portfolio, ranked #116.

Acorn Financial Advisory Services first reported a position in XAR in Q1 2025 and has held it in 6 quarters since. 618 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Acorn Financial Advisory Services held 2,187 shares of State Street SPDR S&P Aerospace & Defense ETF worth $621K as of Q2 2026.
Acorn Financial Advisory Services bought 22 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $5.95K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.08% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #116 holding.
Acorn Financial Advisory Services first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2025 and has held it in 6 quarters since.
618 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.