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

Grand Wealth 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	–	Sell	-8	Closed	-$2.03K	–	89
2026 Q1	$2.03K	Buy	+8	New	+$2.19K	﹤0.01%	86
2023 Q3	–	Sell	-58	Closed	-$7.08K	–	79
2023 Q2	$7.08K	Buy	+58	New	+$6.74K	﹤0.01%	64

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

Grand Wealth Management's XAR Position: Q2 2026 in Review

Grand Wealth Management sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q2 2026, closing a stake of 8 shares — an estimated $2.03K sold.

Grand Wealth Management first reported a position in XAR in Q2 2023 and held it in 2 quarters. The position peaked at $7.08K in Q2 2023. 613 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Grand Wealth Management reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q2 2026 after selling out during the quarter.
Grand Wealth Management sold 8 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $2.03K.
Grand Wealth Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q2 2023 and held it in 2 quarters.
Grand Wealth Management's State Street SPDR S&P Aerospace & Defense ETF position peaked at $7.08K in Q2 2023.
613 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Grand Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.