Byrne Financial Freedom’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Byrne Financial Freedom’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	$1.5M	Sell	5,277 -100	-2%	-$27K	0.58%	35
2026 Q1	$1.37M	Hold	5,377	–	–	0.65%	35
2025 Q4	$1.3M	Hold	5,377	–	–	0.6%	37
2025 Q3	$1.26M	Sell	5,377 -761	-12%	-$166K	0.63%	34
2025 Q2	$1.29M	Buy	6,138 +1	+0%	+$181	0.65%	34
2025 Q1	$986K	Sell	6,137 -81	-1%	-$13.6K	0.56%	39
2024 Q4	$1.03M	Buy	+6,218	New	+$1.03M	0.46%	44

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

Byrne Financial Freedom's XAR Position: Q2 2026 in Review

Byrne Financial Freedom reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 1.9% in Q2 2026, selling an estimated $27K and leaving 5,277 shares worth $1.5M. The position accounts for 0.58% of the portfolio, ranked #35.

Byrne Financial Freedom first reported a position in XAR in Q4 2024 and has held it in 7 quarters since. 614 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Byrne Financial Freedom held 5,277 shares of State Street SPDR S&P Aerospace & Defense ETF worth $1.5M as of Q2 2026.
Byrne Financial Freedom sold 100 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $27K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.58% of Byrne Financial Freedom's portfolio in Q2 2026, its #35 holding.
Byrne Financial Freedom first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2024 and has held it in 7 quarters since.
614 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Byrne Financial Freedom's 13F filing for Q2 2026, filed 30 Jul 2026.