Financial Perspectives’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Financial Perspectives’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	$16.7K	Buy	59 +33	+127%	+$8.92K	﹤0.01%	481
2026 Q1	$6.6K	Hold	26	–	–	﹤0.01%	565
2025 Q4	$6.27K	Hold	26	–	–	﹤0.01%	569
2025 Q3	$6.11K	Hold	26	–	–	﹤0.01%	567
2025 Q2	$5.48K	Hold	26	–	–	﹤0.01%	570
2025 Q1	$4.18K	Hold	26	–	–	﹤0.01%	580
2024 Q4	$4.31K	Hold	26	–	–	﹤0.01%	583
2024 Q3	$4.09K	Hold	26	–	–	﹤0.01%	539
2024 Q2	$3.64K	Hold	26	–	–	﹤0.01%	538
2024 Q1	$3.65K	Hold	26	–	–	﹤0.01%	535
2023 Q4	$3.52K	Hold	26	–	–	﹤0.01%	550
2023 Q3	$2.92K	Hold	26	–	–	﹤0.01%	562
2023 Q2	$3.16K	Hold	26	–	–	﹤0.01%	549
2023 Q1	$3.04K	Hold	26	–	–	﹤0.01%	552
2022 Q4	$2.86K	Hold	26	–	–	﹤0.01%	560
2022 Q3	$2.38K	Buy	+26	New	+$2.72K	﹤0.01%	565

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

Financial Perspectives's XAR Position: Q2 2026 in Review

Financial Perspectives increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 127% in Q2 2026, buying an estimated $8.92K and bringing the position to 59 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #481.

Financial Perspectives first reported a position in XAR in Q3 2022 and has held it in 16 quarters since. 615 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Financial Perspectives held 59 shares of State Street SPDR S&P Aerospace & Defense ETF worth $16.7K as of Q2 2026.
Financial Perspectives bought 33 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $8.92K.
State Street SPDR S&P Aerospace & Defense ETF made up ﹤0.01% of Financial Perspectives's portfolio in Q2 2026, its #481 holding.
Financial Perspectives first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2022 and has held it in 16 quarters since.
615 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.