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

Confluence Wealth Services’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	$227K	Buy	+800	New	+$216K	0.01%	441

Other funds holding XAR

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return

Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return

WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return

Confluence Wealth Services's XAR Position: Q2 2026 in Review

Confluence Wealth Services opened a new position in State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q2 2026: 800 shares worth $227K. The stake represents 0.01% of the portfolio and ranks #441 among its holdings.

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

Confluence Wealth Services held 800 shares of State Street SPDR S&P Aerospace & Defense ETF worth $227K as of Q2 2026.
State Street SPDR S&P Aerospace & Defense ETF was a new Confluence Wealth Services position in Q2 2026.
State Street SPDR S&P Aerospace & Defense ETF made up 0.01% of Confluence Wealth Services's portfolio in Q2 2026, its #441 holding.
186 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.