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Glass Jacobson Investment Advisors’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Glass Jacobson Investment Advisors’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 		$75.7K Sell
267
-62
-19% -$16.8K 0.02% 285
2026
Q1 		$83.5K Buy
329
+41
+14% +$11.2K 0.03% 263
2025
Q4 		$69.5K Sell
288
-9
-3% -$2.14K 0.03% 279
2025
Q3 		$69.7K Buy
297
+1
+0.3% +$218 0.03% 270
2025
Q2 		$62.5K Buy
296
+69
+30% +$12.5K 0.02% 272
2025
Q1 		$37.6K Hold
227
– – 0.01% 415
2024
Q4 		$37.6K Sell
227
-16
-7% -$2.64K 0.01% 415
2024
Q3 		$38.2K Hold
243
– – 0.01% 404
2024
Q2 		$34K Buy
243
+1
+0.4% +$140 0.01% 402
2024
Q1 		$34K Hold
242
– – 0.01% 407
2023
Q4 		$32.8K Buy
242
+142
+142% +$17.5K 0.01% 383
2023
Q3 		$11.3K Hold
100
– – 0.01% 489
2023
Q2 		$12.2K Buy
+100
New +$11.6K 0.01% 482
2022
Q4 		$11K Buy
+100
New +$10.6K 0.01% 506

Other funds holding XAR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return
RAM
Robinhood Asset Management Menlo Park, California $1.87B AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Glass Jacobson Investment Advisors's XAR Position: Q2 2026 in Review

Glass Jacobson Investment Advisors reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 19% in Q2 2026, selling an estimated $16.8K and leaving 267 shares worth $75.7K. The position accounts for 0.02% of the portfolio, ranked #285.

Glass Jacobson Investment Advisors first reported a position in XAR in Q4 2022 and has held it in 14 quarters since. The position peaked at $83.5K in Q1 2026. 461 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

  • Glass Jacobson Investment Advisors held 267 shares of State Street SPDR S&P Aerospace & Defense ETF worth $75.7K as of Q2 2026.
  • Glass Jacobson Investment Advisors sold 62 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $16.8K.
  • State Street SPDR S&P Aerospace & Defense ETF made up 0.02% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #285 holding.
  • Glass Jacobson Investment Advisors first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2022 and has held it in 14 quarters since.
  • Glass Jacobson Investment Advisors's State Street SPDR S&P Aerospace & Defense ETF position peaked at $83.5K in Q1 2026.
  • 461 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.