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

Clarus Wealth 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 Q3	$2.25M	Sell	9,831 -226	-2%	-$59.7K	0.82%	49
2026 Q2	$2.75M	Buy	10,057 +745	+8%	+$201K	1.06%	27
2026 Q1	$2.42M	Buy	9,312 +226	+2%	+$61.9K	1.03%	30
2025 Q4	$2.56M	Sell	9,086 -297	-3%	-$70.6K	1.06%	27
2025 Q3	$2.26M	Sell	9,383 -203	-2%	-$44.3K	1%	30
2025 Q2	$2M	Sell	9,586 -366	-4%	-$66.3K	0.92%	28
2025 Q1	$1.61M	Sell	9,952 -1,490	-13%	-$250K	0.86%	30
2024 Q4	$1.9M	Buy	11,442 +47	+0.4%	+$7.76K	0.95%	27
2024 Q3	$1.81M	Sell	11,395 -545	-5%	-$81.2K	0.92%	29
2024 Q2	$1.7M	Buy	11,940 +249	+2%	+$34.7K	0.9%	29
2024 Q1	$1.58M	Sell	11,691 -159	-1%	-$21.3K	0.89%	30
2023 Q4	$1.53M	Buy	+11,850	New	+$1.46M	0.9%	28
2023 Q2	$1.46M	Buy	12,147 +1,027	+9%	+$119K	0.89%	29
2023 Q1	$1.28M	Buy	11,120 +894	+9%	+$104K	0.8%	30
2022 Q4	$1.15M	Sell	10,226 -115	-1%	-$12.1K	0.76%	31
2022 Q3	$999K	Buy	10,341 +52	+0.5%	+$5.43K	0.71%	32
2022 Q2	$1.03M	Buy	10,289 +77	+0.8%	+$8.49K	0.73%	32
2022 Q1	$1.24M	Buy	+10,212	New	+$1.2M	0.77%	29
2021 Q1	–	Sell	-1,905	Closed	-$218K	–	142
2020 Q4	$218K	Buy	+1,905	New	+$193K	0.14%	123
2020 Q3	–	Sell	-10,299	Closed	-$874K	–	139
2020 Q2	$874K	Buy	10,299 +3,961	+62%	+$328K	0.74%	30
2020 Q1	$451K	Sell	6,338 -2,522	-28%	-$259K	0.45%	67
2019 Q4	$1.02M	Sell	8,860 -2,031	-19%	-$219K	0.67%	31
2019 Q3	$1.16M	Sell	10,891 -2,541	-19%	-$270K	0.85%	19
2019 Q2	$1.4M	Buy	13,432 +6,968	+108%	+$680K	1.01%	18
2019 Q1	$593K	Buy	6,464 +4,478	+225%	+$402K	0.44%	31
2018 Q4	$157K	Buy	1,986 +3	+0.2%	+$264	0.25%	113
2018 Q3	$197K	Buy	1,983 +414	+26%	+$39.1K	0.13%	126
2018 Q2	$136K	Buy	+1,569	New	+$138K	0.1%	163

Other funds holding XAR

Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return

Enclave Advisors Austin, Texas $793M AUM 15.9% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Cumberland Advisors Sarasota, Florida $280M AUM 17.5% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Bourgeon Capital Management Darien, Connecticut $696M AUM 39.92% 1-Year Est. Return

Clarus Wealth Advisors's XAR Position: Q3 2026 in Review

Clarus Wealth Advisors reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 2.2% in Q3 2026, selling an estimated $59.7K and leaving 9,831 shares worth $2.25M. The position accounts for 0.82% of the portfolio, ranked #49.

Clarus Wealth Advisors first reported a position in XAR in Q2 2018 and has held it in 28 quarters since. The position peaked at $2.75M in Q2 2026. 254 funds tracked by Wall St. Rank hold XAR as of Q3 2026.

Clarus Wealth Advisors held 9,831 shares of State Street SPDR S&P Aerospace & Defense ETF worth $2.25M as of Q3 2026.
Clarus Wealth Advisors sold 226 State Street SPDR S&P Aerospace & Defense ETF shares in Q3 2026, an estimated $59.7K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.82% of Clarus Wealth Advisors's portfolio in Q3 2026, its #49 holding.
Clarus Wealth Advisors first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q2 2018 and has held it in 28 quarters since.
Clarus Wealth Advisors's State Street SPDR S&P Aerospace & Defense ETF position peaked at $2.75M in Q2 2026.
254 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q3 2026.

Based on Clarus Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.