Formidable Asset Management’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Formidable Asset Management’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	$1.53M	Buy	6,025 +727	+14%	+$197K	0.24%	87
2026 Q1	$1.28M	Buy	5,298 +1,538	+41%	+$421K	0.2%	96
2025 Q4	$883K	Buy	3,760 +260	+7%	+$61.8K	0.13%	156
2025 Q3	$738K	Hold	3,500	–	–	0.12%	174
2025 Q2	$562K	Hold	3,500	–	–	0.09%	214
2025 Q1	$562K	Hold	3,500	–	–	0.09%	213
2024 Q4	$580K	Hold	3,500	–	–	0.1%	210
2024 Q3	$551K	Hold	3,500	–	–	0.09%	209
2024 Q2	$490K	Hold	3,500	–	–	0.08%	236
2024 Q1	$492K	Hold	3,500	–	–	0.08%	227
2023 Q4	$474K	Hold	3,500	–	–	0.1%	178
2023 Q3	$392K	Hold	3,500	–	–	0.09%	196
2023 Q2	$425K	Hold	3,500	–	–	0.09%	187
2023 Q1	$413K	Hold	3,500	–	–	0.09%	195
2022 Q4	$385K	Hold	3,500	–	–	0.09%	195
2022 Q3	$362K	Hold	3,500	–	–	0.08%	197
2022 Q2	$352K	Hold	3,500	–	–	0.08%	210
2022 Q1	$436K	Hold	3,500	–	–	0.08%	198
2021 Q4	$419K	Hold	3,500	–	–	0.08%	206
2021 Q3	$417K	Hold	3,500	–	–	0.08%	226
2021 Q2	$436K	Hold	3,500	–	–	0.09%	191
2021 Q1	$443K	Hold	3,500	–	–	0.1%	174
2020 Q4	$385K	Hold	3,500	–	–	0.09%	179
2020 Q3	$313K	Hold	3,500	–	–	0.09%	175
2020 Q2	$304K	Buy	+3,500	New	+$290K	0.09%	178
2020 Q1	–	Sell	-3,500	Closed	-$405K	–	283
2019 Q4	$405K	Hold	3,500	–	–	0.13%	139
2019 Q3	$371K	Hold	3,500	–	–	0.34%	55
2019 Q2	$370K	Buy	+3,500	New	+$342K	0.13%	141
2017 Q4	–	Sell	-3,500	Closed	-$279K	–	214
2017 Q3	$279K	Hold	3,500	–	–	0.12%	156
2017 Q2	$246K	Hold	3,500	–	–	0.12%	139
2017 Q1	$240K	Buy	+3,500	New	+$232K	0.1%	158

Other funds holding XAR

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

TFA

Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return

WAS

WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Formidable Asset Management's XAR Position: Q2 2026 in Review

Formidable Asset Management increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 14% in Q2 2026, buying an estimated $197K and bringing the position to 6,025 shares worth $1.53M. The position accounts for 0.24% of the portfolio, ranked #87.

Formidable Asset Management first reported a position in XAR in Q1 2017 and has held it in 31 quarters since. 95 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Formidable Asset Management held 6,025 shares of State Street SPDR S&P Aerospace & Defense ETF worth $1.53M as of Q2 2026.
Formidable Asset Management bought 727 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $197K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.24% of Formidable Asset Management's portfolio in Q2 2026, its #87 holding.
Formidable Asset Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2017 and has held it in 31 quarters since.
95 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.