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	5.14%	5
2026 Q1	$33.9M	Buy	133,374 +3,389	+3%	+$928K	4.64%	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

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

Enclave Advisors's XAR Position: Q2 2026 in Review

Enclave Advisors increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 7.3% in Q2 2026, buying an estimated $2.62M and bringing the position to 143,072 shares worth $40.6M. The position accounts for 5.14% of the portfolio, ranked #5.

Enclave Advisors first reported a position in XAR in Q3 2024 and has held it in 8 quarters since. 615 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Enclave Advisors held 143,072 shares of State Street SPDR S&P Aerospace & Defense ETF worth $40.6M as of Q2 2026.
Enclave Advisors bought 9,698 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $2.62M.
State Street SPDR S&P Aerospace & Defense ETF made up 5.14% of Enclave Advisors's portfolio in Q2 2026, its #5 holding.
Enclave Advisors first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2024 and has held it in 8 quarters since.
615 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Enclave Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.