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

Box Hill Private 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 Q2	–	Sell	-810	Closed	-$206K	–	72
2026 Q1	$206K	Buy	+810	New	+$222K	0.2%	65

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

Box Hill Private Wealth's XAR Position: Q2 2026 in Review

Box Hill Private Wealth sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q2 2026, closing a stake of 810 shares — an estimated $206K sold.

Box Hill Private Wealth first reported a position in XAR in Q1 2026 and held it in 1 quarter. The position peaked at $206K in Q1 2026. 613 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Box Hill Private Wealth reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q2 2026 after selling out during the quarter.
Box Hill Private Wealth sold 810 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $206K.
Box Hill Private Wealth first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2026 and held it in 1 quarter.
Box Hill Private Wealth's State Street SPDR S&P Aerospace & Defense ETF position peaked at $206K in Q1 2026.
613 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Box Hill Private Wealth's 13F filing for Q2 2026, filed 2 Jul 2026.