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

Bullock Wealth Management’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	$197K	Sell	690 -82	-11%	-$22.2K	0.09%	178
2026 Q1	$201K	Buy	772 +165	+27%	+$45.2K	0.1%	164
2025 Q4	$146K	Hold	607	–	–	0.07%	188
2025 Q3	$144K	Buy	607 +31	+5%	+$6.77K	0.07%	183
2025 Q2	$119K	Hold	576	–	–	0.06%	188
2025 Q1	$93.3K	Hold	576	–	–	0.05%	198
2024 Q4	$95.5K	Buy	576 +35	+6%	+$5.78K	0.06%	197
2024 Q3	$86K	Buy	541 +13	+2%	+$1.94K	0.05%	197
2024 Q2	$73.4K	Sell	528 -101	-16%	-$14.1K	0.05%	202
2024 Q1	$87.5K	Buy	+629	New	+$84.4K	0.06%	195

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 22.9% 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

Bullock Wealth Management's XAR Position: Q2 2026 in Review

Bullock Wealth Management reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 11% in Q2 2026, selling an estimated $22.2K and leaving 690 shares worth $197K. The position accounts for 0.09% of the portfolio, ranked #178.

Bullock Wealth Management first reported a position in XAR in Q1 2024 and has held it in 10 quarters since. The position peaked at $201K in Q1 2026. 618 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Bullock Wealth Management held 690 shares of State Street SPDR S&P Aerospace & Defense ETF worth $197K as of Q2 2026.
Bullock Wealth Management sold 82 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $22.2K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.09% of Bullock Wealth Management's portfolio in Q2 2026, its #178 holding.
Bullock Wealth Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2024 and has held it in 10 quarters since.
Bullock Wealth Management's State Street SPDR S&P Aerospace & Defense ETF position peaked at $201K in Q1 2026.
618 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.