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

AE 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 		$509K Buy
1,794
+114
+7% +$30.8K ﹤0.01% 1208
2026
Q1 		$427K Sell
1,680
-747
-31% -$205K ﹤0.01% 1190
2025
Q4 		$585K Sell
2,427
-2
-0.1% -$475 ﹤0.01% 985
2025
Q3 		$571K Buy
2,429
+1,331
+121% +$290K ﹤0.01% 919
2025
Q2 		$231K Sell
1,098
-2
-0.2% -$363 ﹤0.01% 1239
2025
Q1 		$177K Buy
1,100
+151
+16% +$25.4K ﹤0.01% 1310
2024
Q4 		$157K Buy
+949
New +$157K ﹤0.01% 1327
2024
Q1 		– Sell
-11,954
Closed -$1.55M – 2017
2023
Q4 		$1.55M Buy
11,954
+1,605
+16% +$198K 0.01% 996
2023
Q3 		$1.16M Sell
10,349
-927
-8% -$111K 0.01% 1039
2023
Q2 		$1.37M Sell
11,276
-2,597
-19% -$302K 0.01% 969
2023
Q1 		$1.62M Buy
13,873
+3,911
+39% +$455K 0.01% 869
2022
Q4 		$1.1M Buy
9,962
+7,258
+268% +$766K 0.01% 947
2022
Q3 		$248K Sell
2,704
-317
-10% -$33.1K ﹤0.01% 1545
2022
Q2 		$304K Buy
3,021
+561
+23% +$61.8K ﹤0.01% 1434
2022
Q1 		$307K Sell
2,460
-133
-5% -$15.6K ﹤0.01% 1411
2021
Q4 		$302K Sell
2,593
-182
-7% -$21.7K ﹤0.01% 1443
2021
Q3 		$331K Sell
2,775
-81
-3% -$10K ﹤0.01% 1327
2021
Q2 		$378K Sell
2,856
-107
-4% -$13.7K ﹤0.01% 1245
2021
Q1 		$372K Sell
2,963
-316
-10% -$38.2K ﹤0.01% 1172
2020
Q4 		$376K Buy
3,279
+79
+2% +$8.01K ﹤0.01% 1058
2020
Q3 		$279K Sell
3,200
-1,648
-34% -$146K ﹤0.01% 1064
2020
Q2 		$425K Sell
4,848
-3,167
-40% -$262K 0.01% 927
2020
Q1 		$610K Sell
8,015
-8,205
-51% -$843K 0.01% 619
2019
Q4 		$1.77M Buy
16,220
+1,586
+11% +$171K 0.04% 374
2019
Q3 		$1.56M Sell
14,634
-750
-5% -$79.6K 0.05% 329
2019
Q2 		$1.6M Buy
15,384
+11,663
+313% +$1.14M 0.05% 284
2019
Q1 		$342K Buy
3,721
+62
+2% +$5.56K 0.02% 428
2018
Q4 		$289K Sell
3,659
-37,956
-91% -$3.34M 0.05% 358
2018
Q3 		$4.14M Buy
41,615
+7,914
+23% +$747K 0.23% 78
2018
Q2 		$2.94M Buy
33,701
+7,159
+27% +$631K 0.2% 76
2018
Q1 		$2.31M Buy
26,542
+5,315
+25% +$461K 0.18% 83
2017
Q4 		$1.77M Buy
+21,227
New +$1.74M 0.16% 101

Other funds holding XAR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
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

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

AE Wealth Management increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 6.8% in Q2 2026, buying an estimated $30.8K and bringing the position to 1,794 shares worth $509K. The position accounts for ﹤0.01% of the portfolio, ranked #1208.

AE Wealth Management first reported a position in XAR in Q4 2017 and has held it in 32 quarters since. The position peaked at $4.14M in Q3 2018. 614 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

  • AE Wealth Management held 1,794 shares of State Street SPDR S&P Aerospace & Defense ETF worth $509K as of Q2 2026.
  • AE Wealth Management bought 114 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $30.8K.
  • State Street SPDR S&P Aerospace & Defense ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1208 holding.
  • AE Wealth Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2017 and has held it in 32 quarters since.
  • AE Wealth Management's State Street SPDR S&P Aerospace & Defense ETF position peaked at $4.14M in Q3 2018.
  • 614 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.