Aptus Capital Advisors’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Aptus Capital Advisors’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	$397K	Buy	1,398 +28	+2%	+$7.57K	﹤0.01%	854
2026 Q1	$348K	Sell	1,370 -47	-3%	-$12.9K	﹤0.01%	829
2025 Q4	$342K	Sell	1,417 -31	-2%	-$7.37K	﹤0.01%	856
2025 Q3	$340K	Sell	1,448 -81	-5%	-$17.7K	﹤0.01%	812
2025 Q2	$323K	Sell	1,529 -112	-7%	-$20.3K	﹤0.01%	801
2025 Q1	$264K	Buy	1,641 +58	+4%	+$9.75K	﹤0.01%	806
2024 Q4	$263K	Sell	1,583 -59	-4%	-$9.73K	﹤0.01%	811
2024 Q3	$258K	Buy	1,642 +27	+2%	+$4.02K	﹤0.01%	701
2024 Q2	$226K	Sell	1,615 -438	-21%	-$61.1K	﹤0.01%	707
2024 Q1	$288K	Buy	2,053 +459	+29%	+$61.6K	0.01%	639
2023 Q4	$216K	Sell	1,594 -76	-5%	-$9.36K	0.01%	532
2023 Q3	$187K	Buy	1,670 +1,484	+798%	+$178K	0.01%	575
2023 Q2	$22.6K	Sell	186 -53	-22%	-$6.16K	﹤0.01%	644
2023 Q1	$27.9K	Sell	239 -5,059	-95%	-$588K	﹤0.01%	607
2022 Q4	$583K	Sell	5,298 -1,270	-19%	-$134K	0.02%	333
2022 Q3	$602K	Buy	6,568 +6,313	+2,476%	+$660K	0.01%	307
2022 Q2	$26K	Hold	255	–	–	﹤0.01%	518
2022 Q1	$32K	Sell	255 -105	-29%	-$12.3K	﹤0.01%	539
2021 Q4	$42K	Sell	360 -55	-13%	-$6.54K	﹤0.01%	436
2021 Q3	$49K	Sell	415 -55	-12%	-$6.8K	﹤0.01%	415
2021 Q2	$62K	Hold	470	–	–	﹤0.01%	418
2021 Q1	$59K	Hold	470	–	–	﹤0.01%	394
2020 Q4	$53K	Sell	470 -46	-9%	-$4.66K	﹤0.01%	358
2020 Q3	$45K	Sell	516 -162	-24%	-$14.4K	﹤0.01%	360
2020 Q2	$59K	Buy	+678	New	+$56.2K	﹤0.01%	316
2019 Q4	–	Sell	-300	Closed	-$32K	–	579
2019 Q3	$32K	Buy	+300	New	+$31.9K	﹤0.01%	409

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

Aptus Capital Advisors's XAR Position: Q2 2026 in Review

Aptus Capital Advisors increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 2% in Q2 2026, buying an estimated $7.57K and bringing the position to 1,398 shares worth $397K. The position accounts for ﹤0.01% of the portfolio, ranked #854.

Aptus Capital Advisors first reported a position in XAR in Q3 2019 and has held it in 26 quarters since. The position peaked at $602K in Q3 2022. 614 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Aptus Capital Advisors held 1,398 shares of State Street SPDR S&P Aerospace & Defense ETF worth $397K as of Q2 2026.
Aptus Capital Advisors bought 28 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $7.57K.
State Street SPDR S&P Aerospace & Defense ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #854 holding.
Aptus Capital Advisors first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2019 and has held it in 26 quarters since.
Aptus Capital Advisors's State Street SPDR S&P Aerospace & Defense ETF position peaked at $602K in Q3 2022.
614 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.