Coppell Advisory Solutions’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Coppell Advisory Solutions’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	$2.41M	Buy	+2,006	New	+$542K	0.2%	96
2025 Q4	–	Sell	-887	Closed	-$205K	–	418
2025 Q3	$205K	Buy	+887	New	+$194K	0.02%	380
2025 Q1	–	Sell	-1,546	Closed	-$257K	–	1901
2024 Q4	$257K	Buy	1,546 +43	+3%	+$7.09K	0.04%	240
2024 Q3	$236K	Sell	1,503 -1	-0.1%	-$149	0.03%	250
2024 Q2	$211K	Buy	+1,504	New	+$210K	0.03%	248
2023 Q4	$200K	Buy	1,479 +104	+8%	+$12.8K	0.04%	264
2023 Q3	$151K	Buy	1,375 +64	+5%	+$7.66K	0.05%	180
2023 Q2	$159K	Buy	+1,311	New	+$152K	0.05%	213
2023 Q1	–	Sell	-1,375	Closed	-$151K	–	1100
2022 Q4	$151K	Buy	+1,375	New	+$145K	0.05%	186

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

Coppell Advisory Solutions's XAR Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q2 2026: 2,006 shares worth $2.41M. The stake represents 0.2% of the portfolio and ranks #96 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in XAR as recently as Q3 2025.

Coppell Advisory Solutions first reported a position in XAR in Q4 2022 and has held it in 9 quarters since. 614 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Coppell Advisory Solutions held 2,006 shares of State Street SPDR S&P Aerospace & Defense ETF worth $2.41M as of Q2 2026.
State Street SPDR S&P Aerospace & Defense ETF was a new Coppell Advisory Solutions position in Q2 2026.
State Street SPDR S&P Aerospace & Defense ETF made up 0.2% of Coppell Advisory Solutions's portfolio in Q2 2026, its #96 holding.
Coppell Advisory Solutions first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2022 and has held it in 9 quarters since.
614 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.