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

BostonPremier Wealth’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	$409K	Buy	1,767 +20	+1%	+$5.28K	0.17%	49
2026 Q2	$496K	Hold	1,747	–	–	0.21%	43
2026 Q1	$444K	Buy	1,747 +74	+4%	+$20.3K	0.23%	34
2025 Q4	$404K	Hold	1,673	–	–	0.21%	42
2025 Q3	$393K	Buy	1,673 +2	+0.1%	+$437	0.2%	40
2025 Q2	$352K	Buy	1,671 +1	+0.1%	+$181	0.2%	37
2025 Q1	$268K	Sell	1,670 -146	-8%	-$24.5K	0.17%	42
2024 Q4	$301K	Buy	+1,816	New	+$300K	0.18%	35

Other funds holding XAR

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

Enclave Advisors Austin, Texas $793M AUM 15.9% 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

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Bourgeon Capital Management Darien, Connecticut $696M AUM 39.92% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Southern Capital Services Daphne, Alabama $176M AUM 16.02% 1-Year Est. Return

BostonPremier Wealth's XAR Position: Q3 2026 in Review

BostonPremier Wealth increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 1.1% in Q3 2026, buying an estimated $5.28K and bringing the position to 1,767 shares worth $409K. The position accounts for 0.17% of the portfolio, ranked #49.

BostonPremier Wealth first reported a position in XAR in Q4 2024 and has held it in 8 quarters since. The position peaked at $496K in Q2 2026. 175 funds tracked by Wall St. Rank hold XAR as of Q3 2026.

BostonPremier Wealth held 1,767 shares of State Street SPDR S&P Aerospace & Defense ETF worth $409K as of Q3 2026.
BostonPremier Wealth bought 20 State Street SPDR S&P Aerospace & Defense ETF shares in Q3 2026, an estimated $5.28K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.17% of BostonPremier Wealth's portfolio in Q3 2026, its #49 holding.
BostonPremier Wealth first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2024 and has held it in 8 quarters since.
BostonPremier Wealth's State Street SPDR S&P Aerospace & Defense ETF position peaked at $496K in Q2 2026.
175 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q3 2026.

Based on BostonPremier Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.