Guerra Pan Advisors’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Guerra Pan 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	$735K	Sell	2,590 -200	-7%	-$54.1K	0.41%	50
2026 Q1	$709K	Buy	2,790 +27	+1%	+$7.39K	0.44%	50
2025 Q4	$667K	Sell	2,763 -106	-4%	-$25.2K	0.4%	52
2025 Q3	$674K	Hold	2,869	–	–	0.41%	53
2025 Q2	$605K	Hold	2,869	–	–	0.4%	54
2025 Q1	$461K	Hold	2,869	–	–	0.36%	64
2024 Q4	$476K	Buy	2,869 +1	+0%	+$165	0.34%	66
2024 Q3	$451K	Hold	2,868	–	–	0.36%	69
2024 Q2	$401K	Hold	2,868	–	–	0.34%	71
2024 Q1	$403K	Hold	2,868	–	–	0.37%	71
2023 Q4	$388K	Buy	2,868 +1	+0%	+$123	0.37%	70
2023 Q3	$321K	Hold	2,867	–	–	0.37%	66
2023 Q2	$348K	Hold	2,867	–	–	0.39%	64
2023 Q1	$335K	Hold	2,867	–	–	0.42%	63
2022 Q4	$316K	Hold	2,867	–	–	0.43%	62
2022 Q3	$275K	Hold	2,867	–	–	0.4%	66
2022 Q2	$313K	Hold	2,867	–	–	0.39%	66
2022 Q1	$328K	Hold	2,867	–	–	0.4%	64
2021 Q4	$334K	Buy	+2,867	New	+$341K	0.33%	75

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

Guerra Pan Advisors's XAR Position: Q2 2026 in Review

Guerra Pan Advisors reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 7.2% in Q2 2026, selling an estimated $54.1K and leaving 2,590 shares worth $735K. The position accounts for 0.41% of the portfolio, ranked #50.

Guerra Pan Advisors first reported a position in XAR in Q4 2021 and has held it in 19 quarters since. 614 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Guerra Pan Advisors held 2,590 shares of State Street SPDR S&P Aerospace & Defense ETF worth $735K as of Q2 2026.
Guerra Pan Advisors sold 200 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $54.1K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.41% of Guerra Pan Advisors's portfolio in Q2 2026, its #50 holding.
Guerra Pan Advisors first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2021 and has held it in 19 quarters since.
614 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Guerra Pan Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.