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

Claro 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	$782K	Buy	2,754 +911	+49%	+$246K	0.08%	202
2026 Q1	$468K	Sell	1,843 -248	-12%	-$67.9K	0.06%	254
2025 Q4	$505K	Buy	+2,091	New	+$497K	0.07%	218
2025 Q2	–	Sell	-1,985	Closed	-$319K	–	526
2025 Q1	$319K	Buy	+1,985	New	+$334K	0.04%	369
2024 Q3	–	Sell	-3,757	Closed	-$526K	–	532
2024 Q2	$526K	Sell	3,757 -106	-3%	-$14.8K	0.08%	231
2024 Q1	$543K	Sell	3,863 -202	-5%	-$27.1K	0.09%	224
2023 Q4	$550K	Buy	+4,065	New	+$501K	0.12%	195

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

Claro Advisors's XAR Position: Q2 2026 in Review

Claro Advisors increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 49% in Q2 2026, buying an estimated $246K and bringing the position to 2,754 shares worth $782K. The position accounts for 0.08% of the portfolio, ranked #202.

Claro Advisors first reported a position in XAR in Q4 2023 and has held it in 7 quarters since. 614 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Claro Advisors held 2,754 shares of State Street SPDR S&P Aerospace & Defense ETF worth $782K as of Q2 2026.
Claro Advisors bought 911 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $246K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.08% of Claro Advisors's portfolio in Q2 2026, its #202 holding.
Claro Advisors first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2023 and has held it in 7 quarters since.
614 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.