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

Arkadios Wealth 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
Q1 		$619K Buy
2,439
+110
+5% +$30.1K 0.01% 1008
2025
Q4 		$562K Buy
2,329
+83
+4% +$19.7K 0.01% 948
2025
Q3 		$528K Buy
2,246
+29
+1% +$6.33K 0.01% 910
2025
Q2 		$468K Buy
2,217
+465
+27% +$84.3K 0.01% 871
2025
Q1 		$281K Buy
1,752
+111
+7% +$18.7K 0.01% 930
2024
Q4 		$272K Sell
1,641
-127
-7% -$21K 0.01% 753
2024
Q3 		$278K Sell
1,768
-39
-2% -$5.81K 0.02% 736
2024
Q2 		$253K Buy
1,807
+351
+24% +$49K 0.02% 689
2024
Q1 		$205K Buy
+1,456
New +$195K 0.02% 649
2023
Q3 		– Sell
-2,306
Closed -$280K – 751
2023
Q2 		$280K Buy
2,306
+476
+26% +$55.3K 0.03% 466
2023
Q1 		$214K Sell
1,830
-46
-2% -$5.35K 0.03% 550
2022
Q4 		$206K Sell
1,876
-417
-18% -$44K 0.03% 520
2022
Q3 		$210K Sell
2,293
-293
-11% -$30.6K 0.03% 476
2022
Q2 		$260K Sell
2,586
-128
-5% -$14.1K 0.04% 433
2022
Q1 		$338K Sell
2,714
-859
-24% -$101K 0.04% 398
2021
Q4 		$416K Sell
3,573
-505
-12% -$60.1K 0.06% 370
2021
Q3 		$486K Sell
4,078
-150
-4% -$18.5K 0.07% 297
2021
Q2 		$559K Buy
4,228
+3,869
+1,078% +$497K 0.07% 300
2021
Q1 		$45K Hold
359
– – 0.01% 719
2020
Q4 		$41K Buy
359
+309
+618% +$31.3K 0.01% 596
2020
Q3 		$4.63K Hold
50
– – ﹤0.01% 856
2020
Q2 		$4.2K Sell
50
-50
-50% -$4.14K ﹤0.01% 803
2020
Q1 		$7.61K Hold
100
– – ﹤0.01% 693
2019
Q4 		$11.9K Buy
+100
New +$10.8K 0.01% 551

Other funds holding XAR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

Arkadios Wealth Advisors's XAR Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 4.7% in Q1 2026, buying an estimated $30.1K and bringing the position to 2,439 shares worth $619K. The position accounts for 0.01% of the portfolio, ranked #1008.

Arkadios Wealth Advisors first reported a position in XAR in Q4 2019 and has held it in 24 quarters since. 566 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

  • Arkadios Wealth Advisors held 2,439 shares of State Street SPDR S&P Aerospace & Defense ETF worth $619K as of Q1 2026.
  • Arkadios Wealth Advisors bought 110 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2026, an estimated $30.1K.
  • State Street SPDR S&P Aerospace & Defense ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1008 holding.
  • Arkadios Wealth Advisors first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2019 and has held it in 24 quarters since.
  • 566 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.