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

Evolution 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	$1.75M	Buy	6,170 +830	+16%	+$224K	0.2%	56
2026 Q1	$1.36M	Sell	5,340 -55	-1%	-$15.1K	0.14%	63
2025 Q4	$1.3M	Sell	5,395 -70	-1%	-$16.6K	0.13%	64
2025 Q3	$1.28M	Buy	5,465 +2,980	+120%	+$650K	0.17%	63
2025 Q2	$524K	Hold	2,485	–	–	0.08%	100
2025 Q1	$399K	Buy	2,485 +600	+32%	+$101K	0.07%	101
2024 Q4	$313K	Hold	1,885	–	–	0.05%	110
2024 Q3	$297K	Hold	1,885	–	–	0.05%	106
2024 Q2	$264K	Buy	1,885 +140	+8%	+$19.5K	0.05%	116
2024 Q1	$245K	Hold	1,745	–	–	0.05%	114
2023 Q4	$236K	Buy	+1,745	New	+$215K	0.05%	111
2023 Q3	–	Sell	-1,770	Closed	-$215K	–	124
2023 Q2	$215K	Hold	1,770	–	–	0.05%	103
2023 Q1	$207K	Sell	1,770 -110	-6%	-$12.8K	0.05%	111
2022 Q4	$207K	Buy	+1,880	New	+$199K	0.05%	115
2022 Q3	–	Sell	-43,935	Closed	-$4.42M	–	124
2022 Q2	$4.42M	Buy	43,935 +38,610	+725%	+$4.25M	1.12%	23
2022 Q1	$664K	Hold	5,325	–	–	0.14%	66
2021 Q4	$620K	Buy	+5,325	New	+$634K	0.09%	66
2020 Q4	–	Sell	-5,275	Closed	-$461K	–	641
2020 Q3	$461K	Hold	5,275	–	–	0.13%	63
2020 Q2	$463K	Buy	5,275 +4,770	+945%	+$395K	0.15%	54
2020 Q1	$38K	Hold	505	–	–	0.02%	123
2019 Q4	$55K	Sell	505 -20	-4%	-$2.16K	0.01%	143
2019 Q3	$56K	Hold	525	–	–	0.03%	52
2019 Q2	$55K	Sell	525 -75	-13%	-$7.32K	0.02%	80
2019 Q1	$55K	Sell	600 -1,860	-76%	-$167K	0.03%	77
2018 Q4	$194K	Buy	+2,460	New	+$217K	0.09%	57

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

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

Evolution Wealth Advisors increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 16% in Q2 2026, buying an estimated $224K and bringing the position to 6,170 shares worth $1.75M. The position accounts for 0.2% of the portfolio, ranked #56.

Evolution Wealth Advisors first reported a position in XAR in Q4 2018 and has held it in 25 quarters since. The position peaked at $4.42M in Q2 2022. 615 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Evolution Wealth Advisors held 6,170 shares of State Street SPDR S&P Aerospace & Defense ETF worth $1.75M as of Q2 2026.
Evolution Wealth Advisors bought 830 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $224K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.2% of Evolution Wealth Advisors's portfolio in Q2 2026, its #56 holding.
Evolution Wealth Advisors first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2018 and has held it in 25 quarters since.
Evolution Wealth Advisors's State Street SPDR S&P Aerospace & Defense ETF position peaked at $4.42M in Q2 2022.
615 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.