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Brookwood Investment Group’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Brookwood Investment Group’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 		$219K Sell
772
-69
-8% -$18.7K 0.02% 486
2026
Q1 		$214K Sell
841
-103
-11% -$28.2K 0.03% 475
2025
Q4 		$228K Buy
+944
New +$224K 0.03% 452

Other funds holding XAR

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FCA
FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return

Brookwood Investment Group's XAR Position: Q2 2026 in Review

Brookwood Investment Group reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 8.2% in Q2 2026, selling an estimated $18.7K and leaving 772 shares worth $219K. The position accounts for 0.02% of the portfolio, ranked #486.

Brookwood Investment Group first reported a position in XAR in Q4 2025 and has held it in 3 quarters since. The position peaked at $228K in Q4 2025. 186 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

  • Brookwood Investment Group held 772 shares of State Street SPDR S&P Aerospace & Defense ETF worth $219K as of Q2 2026.
  • Brookwood Investment Group sold 69 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $18.7K.
  • State Street SPDR S&P Aerospace & Defense ETF made up 0.02% of Brookwood Investment Group's portfolio in Q2 2026, its #486 holding.
  • Brookwood Investment Group first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2025 and has held it in 3 quarters since.
  • Brookwood Investment Group's State Street SPDR S&P Aerospace & Defense ETF position peaked at $228K in Q4 2025.
  • 186 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.