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

Evoke Wealth’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	–	Sell	-1,450	Closed	-$368K	–	678
2026 Q1	$368K	Hold	1,450	–	–	0.01%	485
2025 Q4	$350K	Hold	1,450	–	–	0.01%	482
2025 Q3	$341K	Hold	1,450	–	–	0.01%	479
2025 Q2	$306K	Hold	1,450	–	–	0.01%	454
2025 Q1	$233K	Hold	1,450	–	–	0.01%	392
2024 Q4	$240K	Hold	1,450	–	–	0.01%	380
2024 Q3	$228K	Hold	1,450	–	–	0.01%	377
2024 Q2	$203K	Buy	+1,450	New	+$202K	0.24%	83

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

Evoke Wealth's XAR Position: Q2 2026 in Review

Evoke Wealth sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q2 2026, closing a stake of 1,450 shares — an estimated $368K sold.

Evoke Wealth first reported a position in XAR in Q2 2024 and held it in 8 quarters. The position peaked at $368K in Q1 2026. 614 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Evoke Wealth reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q2 2026 after selling out during the quarter.
Evoke Wealth sold 1,450 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $368K.
Evoke Wealth first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q2 2024 and held it in 8 quarters.
Evoke Wealth's State Street SPDR S&P Aerospace & Defense ETF position peaked at $368K in Q1 2026.
614 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.