AWM
XAR icon

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

Avior Wealth 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
Q3 		$7.54M Buy
+32,587
New +$8.61M 0.2% 99
2024
Q4 		– Sell
-437
Closed -$68.8K – 2545
2024
Q3 		$68.8K Buy
437
+1
+0.2% +$149 ﹤0.01% 1005
2024
Q2 		$61.1K Buy
+436
New +$60.8K ﹤0.01% 1026
2020
Q1 		– Sell
-1,077
Closed -$117K – 908
2019
Q4 		$117K Buy
+1,077
New +$116K 0.02% 413

Other funds holding XAR

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return
FIG
FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return
CAM
Cypress Asset Management Houston, Texas $506M AUM 36.14% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

Avior Wealth Management's XAR Position: Q3 2026 in Review

Avior Wealth Management opened a new position in State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q3 2026: 32,587 shares worth $7.54M. The stake represents 0.2% of the portfolio and ranks #99 among its holdings. This is a return to the name: Avior Wealth Management previously reported a position in XAR as recently as Q3 2024.

Avior Wealth Management first reported a position in XAR in Q4 2019 and has held it in 4 quarters since. 25 funds tracked by Wall St. Rank hold XAR as of Q3 2026.

  • Avior Wealth Management held 32,587 shares of State Street SPDR S&P Aerospace & Defense ETF worth $7.54M as of Q3 2026.
  • State Street SPDR S&P Aerospace & Defense ETF was a new Avior Wealth Management position in Q3 2026.
  • State Street SPDR S&P Aerospace & Defense ETF made up 0.2% of Avior Wealth Management's portfolio in Q3 2026, its #99 holding.
  • Avior Wealth Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2019 and has held it in 4 quarters since.
  • 25 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q3 2026.

Based on Avior Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.