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 Q3	$1.44M	Sell	6,225 -960	-13%	-$254K	0.66%	24
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

Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Enclave Advisors Austin, Texas $793M AUM 15.9% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Cumberland Advisors Sarasota, Florida $280M AUM 17.5% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Avid Wealth Partners's XAR Position: Q3 2026 in Review

Avid Wealth Partners reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 13% in Q3 2026, selling an estimated $254K and leaving 6,225 shares worth $1.44M. The position accounts for 0.66% of the portfolio, ranked #24.

Avid Wealth Partners first reported a position in XAR in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.04M in Q2 2026. 299 funds tracked by Wall St. Rank hold XAR as of Q3 2026.

Avid Wealth Partners held 6,225 shares of State Street SPDR S&P Aerospace & Defense ETF worth $1.44M as of Q3 2026.
Avid Wealth Partners sold 960 State Street SPDR S&P Aerospace & Defense ETF shares in Q3 2026, an estimated $254K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.66% of Avid Wealth Partners's portfolio in Q3 2026, its #24 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 4 quarters since.
Avid Wealth Partners's State Street SPDR S&P Aerospace & Defense ETF position peaked at $2.04M in Q2 2026.
299 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q3 2026.

Based on Avid Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.