Fiduciary Alliance’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Fiduciary Alliance’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 Q3	$456K	Hold	1,970	–	–	0.03%	330
2026 Q2	$559K	Sell	1,970 -456	-19%	-$123K	0.04%	346
2026 Q1	$668K	Buy	2,426 +6	+0.2%	+$1.64K	0.04%	325
2025 Q4	$584K	Buy	2,420 +35	+1%	+$8.32K	0.04%	321
2025 Q3	$560K	Sell	2,385 -35	-1%	-$7.64K	0.04%	324
2025 Q2	$510K	Buy	+2,420	New	+$439K	0.04%	324

Other funds holding XAR

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Enclave Advisors Austin, Texas $793M AUM 15.9% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Cumberland Advisors Sarasota, Florida $280M AUM 17.5% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return

Fiduciary Alliance's XAR Position: Q3 2026 in Review

Fiduciary Alliance held its State Street SPDR S&P Aerospace & Defense ETF (XAR) position steady in Q3 2026 at 1,970 shares worth $456K. The position accounts for 0.03% of the portfolio, ranked #330.

Fiduciary Alliance first reported a position in XAR in Q2 2025 and has held it in 6 quarters since. The position peaked at $668K in Q1 2026. 357 funds tracked by Wall St. Rank hold XAR as of Q3 2026.

Fiduciary Alliance held 1,970 shares of State Street SPDR S&P Aerospace & Defense ETF worth $456K as of Q3 2026.
Fiduciary Alliance left its State Street SPDR S&P Aerospace & Defense ETF share count unchanged in Q3 2026.
State Street SPDR S&P Aerospace & Defense ETF made up 0.03% of Fiduciary Alliance's portfolio in Q3 2026, its #330 holding.
Fiduciary Alliance first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q2 2025 and has held it in 6 quarters since.
Fiduciary Alliance's State Street SPDR S&P Aerospace & Defense ETF position peaked at $668K in Q1 2026.
357 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.