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

EP Wealth 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	$2.51M	Buy	8,859 +7,328	+479%	+$1.98M	0.01%	527
2026 Q1	$389K	Buy	1,531 +118	+8%	+$32.3K	﹤0.01%	1021
2025 Q4	$341K	Buy	+1,413	New	+$336K	﹤0.01%	1065
2025 Q2	$323K	Buy	1,531 +118	+8%	+$21.4K	﹤0.01%	977
2025 Q1	$227K	Sell	1,413 -68	-5%	-$11.4K	﹤0.01%	1069
2024 Q4	$246K	Buy	1,481 +32	+2%	+$5.28K	﹤0.01%	962
2024 Q3	$228K	Buy	1,449 +545	+60%	+$81.2K	﹤0.01%	981
2024 Q2	$126K	Buy	+904	New	+$126K	﹤0.01%	808
2024 Q1	–	Sell	-922	Closed	-$125K	–	874
2023 Q4	$125K	Buy	+922	New	+$114K	﹤0.01%	761
2020 Q2	–	Sell	-10,388	Closed	-$790K	–	388
2020 Q1	$790K	Buy	+10,388	New	+$1.07M	0.04%	203

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

EP Wealth Advisors's XAR Position: Q2 2026 in Review

EP Wealth Advisors increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 479% in Q2 2026, buying an estimated $1.98M and bringing the position to 8,859 shares worth $2.51M. The position accounts for 0.01% of the portfolio, ranked #527.

EP Wealth Advisors first reported a position in XAR in Q1 2020 and has held it in 10 quarters since. 613 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

EP Wealth Advisors held 8,859 shares of State Street SPDR S&P Aerospace & Defense ETF worth $2.51M as of Q2 2026.
EP Wealth Advisors bought 7,328 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $1.98M.
State Street SPDR S&P Aerospace & Defense ETF made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #527 holding.
EP Wealth Advisors first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2020 and has held it in 10 quarters since.
613 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.