BFSG LLC’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

BFSG LLC’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	$4.26K	Buy	+15	New	+$4.06K	﹤0.01%	639

Other funds holding XAR

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return

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

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

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

FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return

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

BFSG LLC's XAR Position: Q2 2026 in Review

BFSG LLC opened a new position in State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q2 2026: 15 shares worth $4.26K. The stake represents ﹤0.01% of the portfolio and ranks #639 among its holdings.

128 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

BFSG LLC held 15 shares of State Street SPDR S&P Aerospace & Defense ETF worth $4.26K as of Q2 2026.
State Street SPDR S&P Aerospace & Defense ETF was a new BFSG LLC position in Q2 2026.
State Street SPDR S&P Aerospace & Defense ETF made up ﹤0.01% of BFSG LLC's portfolio in Q2 2026, its #639 holding.
128 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.