Biltmore Family Office’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Biltmore Family Office’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	$167K	Buy	590 +150	+34%	+$40.6K	0.02%	258
2026 Q1	$112K	Hold	440	–	–	0.02%	255
2025 Q4	$106K	Hold	440	–	–	0.01%	246
2025 Q3	$103K	Sell	440 -10	-2%	-$2.18K	0.01%	226
2025 Q2	$94.9K	Buy	450 +200	+80%	+$36.3K	0.02%	224
2025 Q1	$40.2K	Hold	250	–	–	0.01%	229
2024 Q4	$41.5K	Hold	250	–	–	0.01%	226
2024 Q3	$39.3K	Hold	250	–	–	0.01%	230
2024 Q2	$35K	Hold	250	–	–	0.01%	209
2024 Q1	$35.1K	Hold	250	–	–	0.01%	205
2023 Q4	$33.9K	Hold	250	–	–	0.01%	203
2023 Q3	$28K	Hold	250	–	–	0.01%	207
2023 Q2	$30.4K	Hold	250	–	–	0.01%	203
2023 Q1	$29.2K	Hold	250	–	–	0.01%	244
2022 Q4	$27.5K	Hold	250	–	–	0.01%	235
2022 Q3	$23K	Buy	250 +100	+67%	+$10.5K	0.01%	190
2022 Q2	$15K	Hold	150	–	–	﹤0.01%	193
2022 Q1	$19K	Buy	+150	New	+$17.6K	﹤0.01%	198

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 22.96% 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

Biltmore Family Office's XAR Position: Q2 2026 in Review

Biltmore Family Office increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 34% in Q2 2026, buying an estimated $40.6K and bringing the position to 590 shares worth $167K. The position accounts for 0.02% of the portfolio, ranked #258.

Biltmore Family Office first reported a position in XAR in Q1 2022 and has held it in 18 quarters since. 615 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Biltmore Family Office held 590 shares of State Street SPDR S&P Aerospace & Defense ETF worth $167K as of Q2 2026.
Biltmore Family Office bought 150 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $40.6K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.02% of Biltmore Family Office's portfolio in Q2 2026, its #258 holding.
Biltmore Family Office first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2022 and has held it in 18 quarters since.
615 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.