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

Enclave 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	$40.6M	Buy	143,072 +9,698	+7%	+$2.62M	5.29%	5
2026 Q1	$33.9M	Buy	133,374 +3,389	+3%	+$928K	4.83%	6
2025 Q4	$31.4M	Buy	129,985 +4,457	+4%	+$1.06M	4.44%	6
2025 Q3	$29.5M	Buy	125,528 +18,131	+17%	+$3.96M	4.5%	6
2025 Q2	$22.7M	Buy	107,397 +21,759	+25%	+$3.94M	3.66%	7
2025 Q1	$13.8M	Buy	85,638 +11,254	+15%	+$1.89M	2.35%	11
2024 Q4	$12.3M	Buy	74,384 +12,786	+21%	+$2.11M	2.03%	11
2024 Q3	$9.69M	Buy	+61,598	New	+$9.17M	1.64%	15

Other funds holding XAR

Teamwork Financial Advisors San Antonio, Texas $1.07B AUM 39.98% 1-Year Est. Return

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Clarus Wealth Advisors Peoria, Arizona $260M AUM 27.97% 1-Year Est. Return