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

EverSource 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	$50.2K	Sell	177 -197	-53%	-$53.3K	﹤0.01%	1778
2026 Q1	$95K	Hold	374	–	–	﹤0.01%	1462
2025 Q4	$90.2K	Sell	374 -84	-18%	-$20K	﹤0.01%	1371
2025 Q3	$108K	Sell	458 -82	-15%	-$17.9K	﹤0.01%	1240
2025 Q2	$114K	Buy	540 +127	+31%	+$23K	0.01%	1135
2025 Q1	$66.4K	Buy	413 +56	+16%	+$9.41K	﹤0.01%	1096
2024 Q4	$59.2K	Buy	357 +337	+1,685%	+$55.6K	﹤0.01%	1112
2024 Q3	$3.15K	Hold	20	–	–	﹤0.01%	2402
2024 Q2	$3.02K	Hold	20	–	–	﹤0.01%	2412
2024 Q1	$2.72K	Hold	20	–	–	﹤0.01%	2286
2023 Q4	$2.71K	Hold	20	–	–	﹤0.01%	2088
2023 Q3	$2.24K	Hold	20	–	–	﹤0.01%	1969
2023 Q2	$2.43K	Hold	20	–	–	﹤0.01%	1973
2023 Q1	$2.34K	Buy	+20	New	+$2.33K	﹤0.01%	1888

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 22.9% 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

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

EverSource Wealth Advisors reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 53% in Q2 2026, selling an estimated $53.3K and leaving 177 shares worth $50.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1778.

EverSource Wealth Advisors first reported a position in XAR in Q1 2023 and has held it in 14 quarters since. The position peaked at $114K in Q2 2025. 618 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

EverSource Wealth Advisors held 177 shares of State Street SPDR S&P Aerospace & Defense ETF worth $50.2K as of Q2 2026.
EverSource Wealth Advisors sold 197 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $53.3K.
State Street SPDR S&P Aerospace & Defense ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1778 holding.
EverSource Wealth Advisors first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2023 and has held it in 14 quarters since.
EverSource Wealth Advisors's State Street SPDR S&P Aerospace & Defense ETF position peaked at $114K in Q2 2025.
618 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.