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

Capital Analysts LLC’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 		$1.31M Buy
4,613
+1,436
+45% +$388K 0.03% 326
2026
Q1 		$807K Buy
3,177
+233
+8% +$63.8K 0.02% 365
2025
Q4 		$710K Buy
2,944
+182
+7% +$43.3K 0.02% 366
2025
Q3 		$649K Sell
2,762
-24
-0.9% -$5.24K 0.02% 383
2025
Q2 		$588K Sell
2,786
-44
-2% -$7.97K 0.02% 366
2025
Q1 		$455K Buy
2,830
+38
+1% +$6.39K 0.02% 386
2024
Q4 		$463K Buy
2,792
+31
+1% +$5.12K 0.02% 341
2024
Q3 		$434K Buy
2,761
+271
+11% +$40.4K 0.02% 347
2024
Q2 		$349K Buy
2,490
+83
+3% +$11.6K 0.02% 380
2024
Q1 		$338K Buy
2,407
+15
+0.6% +$2.01K 0.02% 367
2023
Q4 		$324K Buy
2,392
+1,567
+190% +$193K 0.02% 363
2023
Q3 		$93K Buy
+825
New +$98.7K 0.01% 500
2020
Q1 		– Sell
-282
Closed -$31K – 750
2019
Q4 		$31K Buy
+282
New +$30.5K ﹤0.01% 452
2019
Q1 		– Sell
-16
Closed -$1K – 691
2018
Q4 		$1K Hold
16
– – ﹤0.01% 585
2018
Q3 		$2K Hold
16
– – ﹤0.01% 529
2018
Q2 		$1K Buy
+16
New +$1.41K ﹤0.01% 564

Other funds holding XAR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
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

Capital Analysts LLC's XAR Position: Q2 2026 in Review

Capital Analysts LLC increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 45% in Q2 2026, buying an estimated $388K and bringing the position to 4,613 shares worth $1.31M. The position accounts for 0.03% of the portfolio, ranked #326.

Capital Analysts LLC first reported a position in XAR in Q2 2018 and has held it in 16 quarters since. 614 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

  • Capital Analysts LLC held 4,613 shares of State Street SPDR S&P Aerospace & Defense ETF worth $1.31M as of Q2 2026.
  • Capital Analysts LLC bought 1,436 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $388K.
  • State Street SPDR S&P Aerospace & Defense ETF made up 0.03% of Capital Analysts LLC's portfolio in Q2 2026, its #326 holding.
  • Capital Analysts LLC first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q2 2018 and has held it in 16 quarters since.
  • 614 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.