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

FWL Investment 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	$262K	Sell	924 -29	-3%	-$7.84K	0.05%	104
2026 Q1	$242K	Buy	953 +41	+4%	+$11.2K	0.05%	96
2025 Q4	$220K	Buy	912 +68	+8%	+$16.2K	0.05%	84
2025 Q3	$198K	Sell	844 -5	-0.6%	-$1.09K	0.05%	85
2025 Q2	$179K	Buy	849 +81	+11%	+$14.7K	0.05%	92
2025 Q1	$123K	Buy	768 +184	+32%	+$30.9K	0.05%	98
2024 Q4	$96.8K	Buy	584 +444	+317%	+$73.3K	0.04%	114
2024 Q3	$22K	Buy	140 +11	+9%	+$1.64K	0.01%	178
2024 Q2	$18.1K	Sell	129 -26	-17%	-$3.63K	0.01%	160
2024 Q1	$21.8K	Buy	155 +5	+3%	+$671	0.01%	132
2023 Q4	$20.3K	Buy	+150	New	+$18.5K	0.01%	131

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

FWL Investment Management's XAR Position: Q2 2026 in Review

FWL Investment Management reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 3% in Q2 2026, selling an estimated $7.84K and leaving 924 shares worth $262K. The position accounts for 0.05% of the portfolio, ranked #104.

FWL Investment Management first reported a position in XAR in Q4 2023 and has held it in 11 quarters since. 614 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

FWL Investment Management held 924 shares of State Street SPDR S&P Aerospace & Defense ETF worth $262K as of Q2 2026.
FWL Investment Management sold 29 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $7.84K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.05% of FWL Investment Management's portfolio in Q2 2026, its #104 holding.
FWL Investment Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2023 and has held it in 11 quarters since.
614 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.