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

Advyzon Investment 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	$1.99M	Sell	7,012 -3,142	-31%	-$850K	0.14%	147
2026 Q1	$2.58M	Sell	10,154 -1,490	-13%	-$408K	0.23%	103
2025 Q4	$2.81M	Buy	11,644 +4,274	+58%	+$1.02M	0.33%	72
2025 Q3	$1.73M	Buy	7,370 +1,283	+21%	+$280K	0.3%	72
2025 Q2	$1.28M	Buy	+6,087	New	+$1.1M	0.28%	74

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 22.96% 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

Advyzon Investment Management's XAR Position: Q2 2026 in Review

Advyzon Investment Management reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 31% in Q2 2026, selling an estimated $850K and leaving 7,012 shares worth $1.99M. The position accounts for 0.14% of the portfolio, ranked #147.

Advyzon Investment Management first reported a position in XAR in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.81M in Q4 2025. 615 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Advyzon Investment Management held 7,012 shares of State Street SPDR S&P Aerospace & Defense ETF worth $1.99M as of Q2 2026.
Advyzon Investment Management sold 3,142 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $850K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.14% of Advyzon Investment Management's portfolio in Q2 2026, its #147 holding.
Advyzon Investment Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q2 2025 and has held it in 5 quarters since.
Advyzon Investment Management's State Street SPDR S&P Aerospace & Defense ETF position peaked at $2.81M in Q4 2025.
615 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.