Compass Financial Management’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Compass Financial Management’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	$124K	Buy	+436	New	+$118K	0.01%	519

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Compass Financial Management's XAR Position: Q2 2026 in Review

Compass Financial Management opened a new position in State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q2 2026: 436 shares worth $124K. The stake represents 0.01% of the portfolio and ranks #519 among its holdings.

594 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Compass Financial Management held 436 shares of State Street SPDR S&P Aerospace & Defense ETF worth $124K as of Q2 2026.
State Street SPDR S&P Aerospace & Defense ETF was a new Compass Financial Management position in Q2 2026.
State Street SPDR S&P Aerospace & Defense ETF made up 0.01% of Compass Financial Management's portfolio in Q2 2026, its #519 holding.
594 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.