Benjamin Edwards Inc’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Benjamin Edwards Inc’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	$1.87M	Sell	6,599 -106	-2%	-$28.7K	0.02%	592
2026 Q1	$1.7M	Buy	6,705 +962	+17%	+$263K	0.02%	590
2025 Q4	$1.39M	Buy	5,743 +230	+4%	+$54.7K	0.02%	607
2025 Q3	$1.3M	Buy	5,513 +500	+10%	+$109K	0.01%	614
2025 Q2	$1.06M	Hold	5,013	–	–	0.01%	612
2025 Q1	$806K	Hold	5,013	–	–	0.01%	648
2024 Q4	$831K	Buy	5,013 +3,621	+260%	+$597K	0.01%	672
2024 Q3	$219K	Buy	+1,392	New	+$207K	﹤0.01%	1040

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 22.9% 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

Benjamin Edwards Inc's XAR Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 1.6% in Q2 2026, selling an estimated $28.7K and leaving 6,599 shares worth $1.87M. The position accounts for 0.02% of the portfolio, ranked #592.

Benjamin Edwards Inc first reported a position in XAR in Q3 2024 and has held it in 8 quarters since. 618 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Benjamin Edwards Inc held 6,599 shares of State Street SPDR S&P Aerospace & Defense ETF worth $1.87M as of Q2 2026.
Benjamin Edwards Inc sold 106 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $28.7K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.02% of Benjamin Edwards Inc's portfolio in Q2 2026, its #592 holding.
Benjamin Edwards Inc first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2024 and has held it in 8 quarters since.
618 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.