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

Evergreen Wealth 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	$307K	Sell	1,053 -284	-21%	-$76.8K	0.02%	416
2026 Q1	$340K	Buy	+1,337	New	+$366K	0.02%	309

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

Evergreen Wealth Solutions's XAR Position: Q2 2026 in Review

Evergreen Wealth Solutions reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 21% in Q2 2026, selling an estimated $76.8K and leaving 1,053 shares worth $307K. The position accounts for 0.02% of the portfolio, ranked #416.

Evergreen Wealth Solutions first reported a position in XAR in Q1 2026 and has held it in 2 quarters since. The position peaked at $340K in Q1 2026. 613 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Evergreen Wealth Solutions held 1,053 shares of State Street SPDR S&P Aerospace & Defense ETF worth $307K as of Q2 2026.
Evergreen Wealth Solutions sold 284 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $76.8K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.02% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #416 holding.
Evergreen Wealth Solutions first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2026 and has held it in 2 quarters since.
Evergreen Wealth Solutions's State Street SPDR S&P Aerospace & Defense ETF position peaked at $340K in Q1 2026.
613 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.