Chancellor Financial Group WB’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Chancellor Financial Group WB’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	$338K	Sell	1,190 -470	-28%	-$127K	0.21%	97
2026 Q1	$422K	Hold	1,660	–	–	0.3%	70
2025 Q4	$400K	Hold	1,660	–	–	0.27%	70
2025 Q3	$390K	Hold	1,660	–	–	0.28%	70
2025 Q2	$350K	Hold	1,660	–	–	0.27%	77
2025 Q1	$267K	Buy	+1,660	New	+$279K	0.22%	90

Other funds holding XAR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Chancellor Financial Group WB's XAR Position: Q2 2026 in Review

Chancellor Financial Group WB reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 28% in Q2 2026, selling an estimated $127K and leaving 1,190 shares worth $338K. The position accounts for 0.21% of the portfolio, ranked #97.

Chancellor Financial Group WB first reported a position in XAR in Q1 2025 and has held it in 6 quarters since. The position peaked at $422K in Q1 2026. 614 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Chancellor Financial Group WB held 1,190 shares of State Street SPDR S&P Aerospace & Defense ETF worth $338K as of Q2 2026.
Chancellor Financial Group WB sold 470 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $127K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.21% of Chancellor Financial Group WB's portfolio in Q2 2026, its #97 holding.
Chancellor Financial Group WB first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2025 and has held it in 6 quarters since.
Chancellor Financial Group WB's State Street SPDR S&P Aerospace & Defense ETF position peaked at $422K in Q1 2026.
614 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Chancellor Financial Group WB's 13F filing for Q2 2026, filed 10 Aug 2026.