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

Denver 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 Q3	$289K	Sell	1,249 -39	-3%	-$10.3K	0.07%	86
2026 Q2	$366K	Buy	1,288 +75	+6%	+$20.3K	0.1%	76
2026 Q1	$308K	Sell	1,213 -63	-5%	-$17.3K	0.11%	83
2025 Q4	$308K	Sell	1,276 -7	-0.5%	-$1.66K	0.11%	71
2025 Q3	$301K	Buy	1,283 +102	+9%	+$22.3K	0.11%	74
2025 Q2	$249K	Buy	+1,181	New	+$214K	0.1%	80

Other funds holding XAR

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Denver Wealth Management's XAR Position: Q3 2026 in Review

Denver Wealth Management reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 3% in Q3 2026, selling an estimated $10.3K and leaving 1,249 shares worth $289K. The position accounts for 0.07% of the portfolio, ranked #86.

Denver Wealth Management first reported a position in XAR in Q2 2025 and has held it in 6 quarters since. The position peaked at $366K in Q2 2026. 545 funds tracked by Wall St. Rank hold XAR as of Q3 2026.

Denver Wealth Management held 1,249 shares of State Street SPDR S&P Aerospace & Defense ETF worth $289K as of Q3 2026.
Denver Wealth Management sold 39 State Street SPDR S&P Aerospace & Defense ETF shares in Q3 2026, an estimated $10.3K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.07% of Denver Wealth Management's portfolio in Q3 2026, its #86 holding.
Denver Wealth Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q2 2025 and has held it in 6 quarters since.
Denver Wealth Management's State Street SPDR S&P Aerospace & Defense ETF position peaked at $366K in Q2 2026.
545 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q3 2026.

Based on Denver Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.