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

Clearstead 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	$855K	Hold	3,011	–	–	0.01%	589
2026 Q1	$765K	Buy	3,011 +505	+20%	+$138K	0.01%	603
2025 Q4	$605K	Hold	2,506	–	–	0.01%	602
2025 Q3	$589K	Buy	2,506 +1	+0%	+$218	0.01%	582
2025 Q2	$528K	Sell	2,505 -135	-5%	-$24.5K	0.01%	598
2025 Q1	$424K	Buy	2,640 +8	+0.3%	+$1.34K	0.01%	623
2024 Q4	$436K	Buy	2,632 +200	+8%	+$33K	0.01%	617
2024 Q3	$383K	Buy	2,432 +1,349	+125%	+$201K	0.01%	640
2024 Q2	$152K	Buy	1,083 +307	+40%	+$42.8K	﹤0.01%	900
2024 Q1	$110K	Hold	776	–	–	0.01%	588
2023 Q4	$105K	Hold	776	–	–	0.01%	575
2023 Q3	$87K	Hold	776	–	–	0.01%	585
2023 Q2	$94.3K	Hold	776	–	–	0.01%	590
2023 Q1	$90.7K	Hold	776	–	–	0.01%	526
2022 Q4	$85.4K	Hold	776	–	–	0.01%	529
2022 Q3	$71K	Hold	776	–	–	0.01%	541
2022 Q2	$78K	Hold	776	–	–	0.01%	535
2022 Q1	$97K	Hold	776	–	–	0.01%	556
2021 Q4	$90K	Hold	776	–	–	0.01%	552
2021 Q3	$93K	Hold	776	–	–	0.01%	497
2021 Q2	$103K	Hold	776	–	–	0.01%	447
2021 Q1	$97K	Hold	776	–	–	0.01%	444
2020 Q4	$89K	Hold	776	–	–	0.01%	439
2020 Q3	$68K	Hold	776	–	–	0.01%	424
2020 Q2	$68K	Hold	776	–	–	0.01%	400
2020 Q1	$59K	Buy	+776	New	+$79.8K	0.01%	385

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

Clearstead Advisors's XAR Position: Q2 2026 in Review

Clearstead Advisors held its State Street SPDR S&P Aerospace & Defense ETF (XAR) position steady in Q2 2026 at 3,011 shares worth $855K. The position accounts for 0.01% of the portfolio, ranked #589.

Clearstead Advisors first reported a position in XAR in Q1 2020 and has held it in 26 quarters since. 614 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Clearstead Advisors held 3,011 shares of State Street SPDR S&P Aerospace & Defense ETF worth $855K as of Q2 2026.
Clearstead Advisors 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 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #589 holding.
Clearstead Advisors first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2020 and has held it in 26 quarters since.
614 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.