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

Envestnet Portfolio 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	$695K	Buy	2,449 +154	+7%	+$41.6K	﹤0.01%	850
2026 Q1	$583K	Sell	2,295 -1,292	-36%	-$354K	﹤0.01%	835
2025 Q4	$865K	Buy	3,587 +359	+11%	+$85.3K	﹤0.01%	807
2025 Q3	$759K	Sell	3,228 -3,119	-49%	-$681K	﹤0.01%	848
2025 Q2	$1.34M	Sell	6,347 -3,406	-35%	-$617K	﹤0.01%	692
2025 Q1	$1.57M	Buy	9,753 +4,496	+86%	+$756K	0.01%	663
2024 Q4	$872K	Buy	5,257 +198	+4%	+$32.7K	﹤0.01%	992
2024 Q3	$796K	Sell	5,059 -24,340	-83%	-$3.62M	﹤0.01%	987
2024 Q2	$4.12M	Buy	29,399 +1,522	+5%	+$212K	0.01%	419
2024 Q1	$3.92M	Buy	27,877 +6,519	+31%	+$875K	0.01%	443
2023 Q4	$2.89M	Buy	21,358 +16,114	+307%	+$1.98M	0.01%	491
2023 Q3	$588K	Buy	+5,244	New	+$628K	﹤0.01%	918

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

Envestnet Portfolio Solutions's XAR Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 6.7% in Q2 2026, buying an estimated $41.6K and bringing the position to 2,449 shares worth $695K. The position accounts for ﹤0.01% of the portfolio, ranked #850.

Envestnet Portfolio Solutions first reported a position in XAR in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.12M in Q2 2024. 613 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Envestnet Portfolio Solutions held 2,449 shares of State Street SPDR S&P Aerospace & Defense ETF worth $695K as of Q2 2026.
Envestnet Portfolio Solutions bought 154 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $41.6K.
State Street SPDR S&P Aerospace & Defense ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #850 holding.
Envestnet Portfolio Solutions first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's State Street SPDR S&P Aerospace & Defense ETF position peaked at $4.12M in Q2 2024.
613 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.