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

Copia Wealth 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	$10.5K	Buy	+37	New	+$10K	0.01%	335
2025 Q2	–	Sell	-126	Closed	-$20.2K	–	496
2025 Q1	$20.2K	Buy	126 +13	+12%	+$2.19K	0.02%	225
2024 Q4	$18.7K	Buy	+113	New	+$18.6K	0.02%	218

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

Copia Wealth Management's XAR Position: Q2 2026 in Review

Copia Wealth Management opened a new position in State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q2 2026: 37 shares worth $10.5K. The stake represents 0.01% of the portfolio and ranks #335 among its holdings. This is a return to the name: Copia Wealth Management previously reported a position in XAR as recently as Q1 2025.

Copia Wealth Management first reported a position in XAR in Q4 2024 and has held it in 3 quarters since. The position peaked at $20.2K in Q1 2025. 615 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Copia Wealth Management held 37 shares of State Street SPDR S&P Aerospace & Defense ETF worth $10.5K as of Q2 2026.
State Street SPDR S&P Aerospace & Defense ETF was a new Copia Wealth Management position in Q2 2026.
State Street SPDR S&P Aerospace & Defense ETF made up 0.01% of Copia Wealth Management's portfolio in Q2 2026, its #335 holding.
Copia Wealth Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2024 and has held it in 3 quarters since.
Copia Wealth Management's State Street SPDR S&P Aerospace & Defense ETF position peaked at $20.2K in Q1 2025.
615 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.