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

Founders Financial 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
Q2 		$1.07M Sell
3,784
-145
-4% -$39.2K 0.14% 143
2026
Q1 		$998K Sell
3,929
-14
-0.4% -$3.83K 0.18% 122
2025
Q4 		$951K Buy
3,943
+1
+0% +$238 0.18% 114
2025
Q3 		$926K Buy
3,942
+141
+4% +$30.8K 0.17% 114
2025
Q2 		$802K Sell
3,801
-9
-0.2% -$1.63K 0.18% 119
2025
Q1 		$612K Buy
3,810
+716
+23% +$120K 0.15% 142
2024
Q4 		$513K Buy
3,094
+156
+5% +$25.7K 0.14% 143
2024
Q3 		$462K Buy
2,938
+694
+31% +$103K 0.13% 153
2024
Q2 		$314K Buy
2,244
+106
+5% +$14.8K 0.09% 205
2024
Q1 		$300K Buy
2,138
+81
+4% +$10.9K 0.09% 211
2023
Q4 		$279K Sell
2,057
-105
-5% -$12.9K 0.11% 192
2023
Q3 		$242K Sell
2,162
-24
-1% -$2.87K 0.11% 191
2023
Q2 		$266K Buy
2,186
+2
+0.1% +$232 0.1% 208
2023
Q1 		$256K Buy
2,184
+192
+10% +$22.3K 0.13% 168
2022
Q4 		$219K Buy
1,992
+244
+14% +$25.8K 0.1% 208
2022
Q3 		$160K Buy
+1,748
New +$183K 0.08% 223
2022
Q2 		– Sell
-1,744
Closed -$217K – 547
2022
Q1 		$217K Buy
1,744
+342
+24% +$40.1K 0.1% 200
2021
Q4 		$163K Buy
1,402
+16
+1% +$1.9K 0.07% 262
2021
Q3 		$165K Buy
1,386
+8
+0.6% +$989 0.08% 240
2021
Q2 		$182K Sell
1,378
-50
-4% -$6.42K 0.08% 243
2021
Q1 		$179K Buy
1,428
+1
+0.1% +$121 0.09% 229
2020
Q4 		$164K Buy
1,427
+48
+3% +$4.87K 0.09% 208
2020
Q3 		$120K Buy
+1,379
New +$122K 0.07% 231

Other funds holding XAR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
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

Founders Financial Alliance's XAR Position: Q2 2026 in Review

Founders Financial Alliance reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 3.7% in Q2 2026, selling an estimated $39.2K and leaving 3,784 shares worth $1.07M. The position accounts for 0.14% of the portfolio, ranked #143.

Founders Financial Alliance first reported a position in XAR in Q3 2020 and has held it in 23 quarters since. 614 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

  • Founders Financial Alliance held 3,784 shares of State Street SPDR S&P Aerospace & Defense ETF worth $1.07M as of Q2 2026.
  • Founders Financial Alliance sold 145 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $39.2K.
  • State Street SPDR S&P Aerospace & Defense ETF made up 0.14% of Founders Financial Alliance's portfolio in Q2 2026, its #143 holding.
  • Founders Financial Alliance first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2020 and has held it in 23 quarters since.
  • 614 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.