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

HB 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	$839K	Buy	2,955 +166	+6%	+$44.9K	﹤0.01%	820
2026 Q1	$708K	Buy	2,789 +744	+36%	+$204K	﹤0.01%	819
2025 Q4	$493K	Sell	2,045 -31	-1%	-$7.37K	﹤0.01%	910
2025 Q3	$488K	Buy	2,076 +512	+33%	+$112K	﹤0.01%	865
2025 Q2	$330K	Buy	+1,564	New	+$283K	﹤0.01%	902

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 $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

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

HB Wealth Management increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 6% in Q2 2026, buying an estimated $44.9K and bringing the position to 2,955 shares worth $839K. The position accounts for ﹤0.01% of the portfolio, ranked #820.

HB Wealth Management first reported a position in XAR in Q2 2025 and has held it in 5 quarters since. 618 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

HB Wealth Management held 2,955 shares of State Street SPDR S&P Aerospace & Defense ETF worth $839K as of Q2 2026.
HB Wealth Management bought 166 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $44.9K.
State Street SPDR S&P Aerospace & Defense ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #820 holding.
HB Wealth Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q2 2025 and has held it in 5 quarters since.
618 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.