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 Q2	$910K	Buy	3,206 +767	+31%	+$207K	0.01%	845
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 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

Arkadios Wealth Advisors's XAR Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 31% in Q2 2026, buying an estimated $207K and bringing the position to 3,206 shares worth $910K. The position accounts for 0.01% of the portfolio, ranked #845.

Arkadios Wealth Advisors first reported a position in XAR in Q4 2019 and has held it in 25 quarters since. 614 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Arkadios Wealth Advisors held 3,206 shares of State Street SPDR S&P Aerospace & Defense ETF worth $910K as of Q2 2026.
Arkadios Wealth Advisors bought 767 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $207K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #845 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 25 quarters since.
614 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.