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

Capital Investment Advisors’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 		$330K Hold
1,164
– – ﹤0.01% 619
2026
Q1 		$296K Hold
1,164
– – ﹤0.01% 618
2025
Q4 		$281K Sell
1,164
-73
-6% -$17.3K ﹤0.01% 620
2025
Q3 		$291K Sell
1,237
-34
-3% -$7.42K ﹤0.01% 598
2025
Q2 		$268K Buy
+1,271
New +$230K ﹤0.01% 597
2022
Q1 		– Sell
-2,240
Closed -$261K – 620
2021
Q4 		$261K Sell
2,240
-55
-2% -$6.54K 0.01% 501
2021
Q3 		$274K Sell
2,295
-393
-15% -$48.6K 0.01% 472
2021
Q2 		$356K Sell
2,688
-238
-8% -$30.6K 0.01% 418
2021
Q1 		$367K Sell
2,926
-19
-0.6% -$2.3K 0.01% 394
2020
Q4 		$338K Sell
2,945
-113
-4% -$11.5K 0.01% 394
2020
Q3 		$267K Sell
3,058
-308
-9% -$27.3K 0.01% 413
2020
Q2 		$295K Sell
3,366
-973
-22% -$80.6K 0.02% 387
2020
Q1 		$330K Buy
4,339
+476
+12% +$48.9K 0.02% 336
2019
Q4 		$421K Buy
3,863
+152
+4% +$16.4K 0.02% 342
2019
Q3 		$396K Buy
3,711
+589
+19% +$62.5K 0.02% 343
2019
Q2 		$324K Buy
3,122
+938
+43% +$91.6K 0.02% 368
2019
Q1 		$200K Buy
+2,184
New +$196K 0.01% 459

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 22.9% 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 Investment Advisors's XAR Position: Q2 2026 in Review

Capital Investment Advisors held its State Street SPDR S&P Aerospace & Defense ETF (XAR) position steady in Q2 2026 at 1,164 shares worth $330K. The position accounts for ﹤0.01% of the portfolio, ranked #619.

Capital Investment Advisors first reported a position in XAR in Q1 2019 and has held it in 17 quarters since. The position peaked at $421K in Q4 2019. 618 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

  • Capital Investment Advisors held 1,164 shares of State Street SPDR S&P Aerospace & Defense ETF worth $330K as of Q2 2026.
  • Capital Investment Advisors 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 ﹤0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #619 holding.
  • Capital Investment Advisors first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2019 and has held it in 17 quarters since.
  • Capital Investment Advisors's State Street SPDR S&P Aerospace & Defense ETF position peaked at $421K in Q4 2019.
  • 618 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.