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

Avalon Capital 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	$1.06M	Hold	3,721	–	–	0.25%	56
2026 Q1	$945K	Hold	3,721	–	–	0.27%	56
2025 Q4	$898K	Hold	3,721	–	–	0.21%	64
2025 Q3	$874K	Hold	3,721	–	–	0.21%	65
2025 Q2	$785K	Hold	3,721	–	–	0.21%	74
2025 Q1	$598K	Hold	3,721	–	–	0.17%	75
2024 Q4	$617K	Hold	3,721	–	–	0.2%	77
2024 Q3	$585K	Hold	3,721	–	–	0.18%	72
2024 Q2	$521K	Buy	+3,721	New	+$519K	0.17%	68

Other funds holding XAR

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

TFA

Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return

WAS

WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Avalon Capital Management's XAR Position: Q2 2026 in Review

Avalon Capital Management held its State Street SPDR S&P Aerospace & Defense ETF (XAR) position steady in Q2 2026 at 3,721 shares worth $1.06M. The position accounts for 0.25% of the portfolio, ranked #56.

Avalon Capital Management first reported a position in XAR in Q2 2024 and has held it in 9 quarters since. 100 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Avalon Capital Management held 3,721 shares of State Street SPDR S&P Aerospace & Defense ETF worth $1.06M as of Q2 2026.
Avalon Capital Management left its State Street SPDR S&P Aerospace & Defense ETF share count unchanged in Q2 2026.
State Street SPDR S&P Aerospace & Defense ETF made up 0.25% of Avalon Capital Management's portfolio in Q2 2026, its #56 holding.
Avalon Capital Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q2 2024 and has held it in 9 quarters since.
100 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Avalon Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.