Heritage Wealth Management (Ohio)’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Heritage Wealth Management (Ohio)’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	$251K	Hold	884	–	–	0.06%	246
2026 Q1	$225K	Hold	884	–	–	0.11%	140
2025 Q4	$213K	Hold	884	–	–	0.06%	244
2025 Q3	$208K	Buy	+884	New	+$193K	0.06%	237

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

Heritage Wealth Management (Ohio)'s XAR Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) held its State Street SPDR S&P Aerospace & Defense ETF (XAR) position steady in Q2 2026 at 884 shares worth $251K. The position accounts for 0.06% of the portfolio, ranked #246.

Heritage Wealth Management (Ohio) first reported a position in XAR in Q3 2025 and has held it in 4 quarters since. 614 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Heritage Wealth Management (Ohio) held 884 shares of State Street SPDR S&P Aerospace & Defense ETF worth $251K as of Q2 2026.
Heritage Wealth Management (Ohio) left its State Street SPDR S&P Aerospace & Defense ETF share count unchanged in Q2 2026.
State Street SPDR S&P Aerospace & Defense ETF made up 0.06% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #246 holding.
Heritage Wealth Management (Ohio) first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2025 and has held it in 4 quarters since.
614 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.