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

Concurrent Investment 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	$694K	Buy	2,446 +526	+27%	+$142K	0.01%	1213
2026 Q1	$488K	Buy	1,920 +470	+32%	+$129K	0.01%	1225
2025 Q4	$350K	Buy	1,450 +72	+5%	+$17.1K	﹤0.01%	1307
2025 Q3	$324K	Buy	1,378 +179	+15%	+$39.1K	0.01%	1119
2025 Q2	$253K	Buy	+1,199	New	+$217K	﹤0.01%	1147

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 22.9% 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

Concurrent Investment Advisors's XAR Position: Q2 2026 in Review

Concurrent Investment Advisors increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 27% in Q2 2026, buying an estimated $142K and bringing the position to 2,446 shares worth $694K. The position accounts for 0.01% of the portfolio, ranked #1213.

Concurrent Investment Advisors first reported a position in XAR in Q2 2025 and has held it in 5 quarters since. 618 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Concurrent Investment Advisors held 2,446 shares of State Street SPDR S&P Aerospace & Defense ETF worth $694K as of Q2 2026.
Concurrent Investment Advisors bought 526 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $142K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1213 holding.
Concurrent Investment Advisors first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q2 2025 and has held it in 5 quarters since.
618 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.