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

Avid Wealth Partners’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 		$2.04M Buy
7,185
+3,096
+76% +$837K 0.99% 20
2026
Q1 		$1.04M Sell
4,089
-206
-5% -$56.4K 0.49% 29
2025
Q4 		$1.04M Buy
+4,295
New +$1.02M 0.51% 32

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

Avid Wealth Partners's XAR Position: Q2 2026 in Review

Avid Wealth Partners increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 76% in Q2 2026, buying an estimated $837K and bringing the position to 7,185 shares worth $2.04M. The position accounts for 0.99% of the portfolio, ranked #20.

Avid Wealth Partners first reported a position in XAR in Q4 2025 and has held it in 3 quarters since. 616 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

  • Avid Wealth Partners held 7,185 shares of State Street SPDR S&P Aerospace & Defense ETF worth $2.04M as of Q2 2026.
  • Avid Wealth Partners bought 3,096 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $837K.
  • State Street SPDR S&P Aerospace & Defense ETF made up 0.99% of Avid Wealth Partners's portfolio in Q2 2026, its #20 holding.
  • Avid Wealth Partners first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2025 and has held it in 3 quarters since.
  • 616 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

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