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Capital Management Associates Inc’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Capital Management Associates Inc’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 		$255K Hold
900
– – 0.05% 138
2026
Q1 		$229K Hold
900
– – 0.05% 141
2025
Q4 		$217K Hold
900
– – 0.05% 151
2025
Q3 		$211K Buy
+900
New +$196K 0.06% 133

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
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
EA
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
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 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

Capital Management Associates Inc's XAR Position: Q2 2026 in Review

Capital Management Associates Inc held its State Street SPDR S&P Aerospace & Defense ETF (XAR) position steady in Q2 2026 at 900 shares worth $255K. The position accounts for 0.05% of the portfolio, ranked #138.

Capital Management Associates Inc first reported a position in XAR in Q3 2025 and has held it in 4 quarters since. 141 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

  • Capital Management Associates Inc held 900 shares of State Street SPDR S&P Aerospace & Defense ETF worth $255K as of Q2 2026.
  • Capital Management Associates Inc 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 0.05% of Capital Management Associates Inc's portfolio in Q2 2026, its #138 holding.
  • Capital Management Associates Inc first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2025 and has held it in 4 quarters since.
  • 141 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Capital Management Associates Inc's 13F filing for Q2 2026, filed 22 Jul 2026.