Certified Advisory Corp’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Certified Advisory Corp’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	$624K	Hold	2,200	–	–	0.05%	205
2026 Q1	$559K	Buy	2,200 +55	+3%	+$15.1K	0.05%	201
2025 Q4	$517K	Hold	2,145	–	–	0.05%	205
2025 Q3	$504K	Buy	+2,145	New	+$468K	0.05%	202
2022 Q1	–	Sell	-1,856	Closed	-$216K	–	268
2021 Q4	$216K	Buy	1,856 +2	+0.1%	+$238	0.05%	210
2021 Q3	$221K	Buy	1,854 +2	+0.1%	+$247	0.05%	203
2021 Q2	$245K	Hold	1,852	–	–	0.06%	193
2021 Q1	$233K	Buy	+1,852	New	+$224K	0.06%	182
2020 Q2	$162K	Buy	1,848 +301	+19%	+$24.9K	0.05%	193
2020 Q1	$118K	Buy	1,547 +803	+108%	+$82.5K	0.05%	196
2019 Q4	$81K	Buy	744 +115	+18%	+$12.4K	0.03%	255
2019 Q3	$67K	Buy	629 +2	+0.3%	+$212	0.02%	278
2019 Q2	$65K	Hold	627	–	–	0.02%	282
2019 Q1	$58K	Buy	627 +128	+26%	+$11.5K	0.02%	279
2018 Q4	$39K	Buy	499 +1	+0.2%	+$88	0.02%	315
2018 Q3	$50K	Buy	498 +101	+25%	+$9.54K	0.02%	303
2018 Q2	$25K	Buy	397 +271	+215%	+$23.9K	0.01%	386
2018 Q1	$10K	Hold	126	–	–	0.01%	517
2017 Q4	$10K	Buy	+126	New	+$10.3K	0.01%	473

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

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

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Certified Advisory Corp's XAR Position: Q2 2026 in Review

Certified Advisory Corp held its State Street SPDR S&P Aerospace & Defense ETF (XAR) position steady in Q2 2026 at 2,200 shares worth $624K. The position accounts for 0.05% of the portfolio, ranked #205.

Certified Advisory Corp first reported a position in XAR in Q4 2017 and has held it in 19 quarters since. 95 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Certified Advisory Corp held 2,200 shares of State Street SPDR S&P Aerospace & Defense ETF worth $624K as of Q2 2026.
Certified Advisory Corp 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 Certified Advisory Corp's portfolio in Q2 2026, its #205 holding.
Certified Advisory Corp first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2017 and has held it in 19 quarters since.
95 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.