BFC Planning, Inc.’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

BFC Planning, Inc.’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	$4.9M	Sell	17,271 -102	-0.6%	-$27.6K	0.2%	109
2026 Q1	$4.41M	Buy	17,373 +9,460	+120%	+$2.59M	0.2%	97
2025 Q4	$1.91M	Buy	7,913 +2,669	+51%	+$634K	0.08%	228
2025 Q3	$1.23M	Buy	5,244 +1,119	+27%	+$244K	0.09%	200
2025 Q2	$870K	Sell	4,125 -37	-0.9%	-$6.71K	0.07%	249
2025 Q1	$669K	Buy	4,162 +268	+7%	+$45K	0.06%	275
2024 Q4	$646K	Buy	+3,894	New	+$643K	0.05%	281

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 22.9% 1-Year Est. Return

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

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

BFC Planning, Inc.'s XAR Position: Q2 2026 in Review

BFC Planning, Inc. reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 0.59% in Q2 2026, selling an estimated $27.6K and leaving 17,271 shares worth $4.9M. The position accounts for 0.2% of the portfolio, ranked #109.

BFC Planning, Inc. first reported a position in XAR in Q4 2024 and has held it in 7 quarters since. 622 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

BFC Planning, Inc. held 17,271 shares of State Street SPDR S&P Aerospace & Defense ETF worth $4.9M as of Q2 2026.
BFC Planning, Inc. sold 102 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $27.6K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.2% of BFC Planning, Inc.'s portfolio in Q2 2026, its #109 holding.
BFC Planning, Inc. first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2024 and has held it in 7 quarters since.
622 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.