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

Colton Groome Financial 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 		$429K Hold
1,853
– – 0.1% 102
2026
Q2 		$526K Buy
+1,853
New +$501K 0.13% 95

Other funds holding XAR

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
KGP
Keystone Global Partners Denver, Colorado $278M AUM 15.57% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Colton Groome Financial Advisors's XAR Position: Q3 2026 in Review

Colton Groome Financial Advisors held its State Street SPDR S&P Aerospace & Defense ETF (XAR) position steady in Q3 2026 at 1,853 shares worth $429K. The position accounts for 0.1% of the portfolio, ranked #102.

Colton Groome Financial Advisors first reported a position in XAR in Q2 2026 and has held it in 2 quarters since. The position peaked at $526K in Q2 2026. 47 funds tracked by Wall St. Rank hold XAR as of Q3 2026.

  • Colton Groome Financial Advisors held 1,853 shares of State Street SPDR S&P Aerospace & Defense ETF worth $429K as of Q3 2026.
  • Colton Groome Financial Advisors left its State Street SPDR S&P Aerospace & Defense ETF share count unchanged in Q3 2026.
  • State Street SPDR S&P Aerospace & Defense ETF made up 0.1% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #102 holding.
  • Colton Groome Financial Advisors first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q2 2026 and has held it in 2 quarters since.
  • Colton Groome Financial Advisors's State Street SPDR S&P Aerospace & Defense ETF position peaked at $526K in Q2 2026.
  • 47 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q3 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.