Capital Advisors Ltd’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Capital Advisors Ltd’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	$175K	Hold	618	–	–	0.02%	315
2026 Q1	$157K	Buy	618 +175	+40%	+$47.9K	0.02%	319
2025 Q4	$107K	Hold	443	–	–	0.01%	362
2025 Q3	$104K	Hold	443	–	–	0.01%	360
2025 Q2	$93K	Hold	443	–	–	0.01%	359
2025 Q1	$71K	Hold	443	–	–	0.01%	396
2024 Q4	$73K	Hold	443	–	–	0.01%	393
2024 Q3	$70K	Hold	443	–	–	0.01%	400
2024 Q2	$62K	Hold	443	–	–	0.01%	412
2024 Q1	$62K	Hold	443	–	–	0.01%	413
2023 Q4	$60K	Buy	+443	New	+$54.6K	0.01%	393

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

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

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Capital Advisors Ltd's XAR Position: Q2 2026 in Review

Capital Advisors Ltd held its State Street SPDR S&P Aerospace & Defense ETF (XAR) position steady in Q2 2026 at 618 shares worth $175K. The position accounts for 0.02% of the portfolio, ranked #315.

Capital Advisors Ltd first reported a position in XAR in Q4 2023 and has held it in 11 quarters since. 121 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Capital Advisors Ltd held 618 shares of State Street SPDR S&P Aerospace & Defense ETF worth $175K as of Q2 2026.
Capital Advisors Ltd left its State Street SPDR S&P Aerospace & Defense ETF share count unchanged in Q2 2026.
State Street SPDR S&P Aerospace & Defense ETF made up 0.02% of Capital Advisors Ltd's portfolio in Q2 2026, its #315 holding.
Capital Advisors Ltd first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2023 and has held it in 11 quarters since.
121 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.