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

Brady Martz Wealth Solutions’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	$553K	Buy	2,392 +304	+15%	+$80.3K	0.08%	148
2026 Q2	$593K	Buy	2,088 +666	+47%	+$180K	0.09%	132
2026 Q1	$361K	Buy	+1,422	New	+$389K	0.06%	149

Other funds holding XAR

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Enclave Advisors Austin, Texas $793M AUM 15.9% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Cumberland Advisors Sarasota, Florida $280M AUM 17.5% 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

Brady Martz Wealth Solutions's XAR Position: Q3 2026 in Review

Brady Martz Wealth Solutions increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 15% in Q3 2026, buying an estimated $80.3K and bringing the position to 2,392 shares worth $553K. The position accounts for 0.08% of the portfolio, ranked #148.

Brady Martz Wealth Solutions first reported a position in XAR in Q1 2026 and has held it in 3 quarters since. The position peaked at $593K in Q2 2026. 355 funds tracked by Wall St. Rank hold XAR as of Q3 2026.

Brady Martz Wealth Solutions held 2,392 shares of State Street SPDR S&P Aerospace & Defense ETF worth $553K as of Q3 2026.
Brady Martz Wealth Solutions bought 304 State Street SPDR S&P Aerospace & Defense ETF shares in Q3 2026, an estimated $80.3K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.08% of Brady Martz Wealth Solutions's portfolio in Q3 2026, its #148 holding.
Brady Martz Wealth Solutions first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2026 and has held it in 3 quarters since.
Brady Martz Wealth Solutions's State Street SPDR S&P Aerospace & Defense ETF position peaked at $593K in Q2 2026.
355 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q3 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q3 2026, filed 5 Nov 2026.