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

HHM Wealth 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	$284	Buy	+1	New	+$270	﹤0.01%	867
2024 Q1	–	Sell	-29	Closed	-$3.93K	–	782
2023 Q4	$3.93K	Buy	+29	New	+$3.57K	﹤0.01%	646

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

HHM Wealth Advisors's XAR Position: Q2 2026 in Review

HHM Wealth Advisors opened a new position in State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q2 2026: 1 share worth $284. The stake represents ﹤0.01% of the portfolio and ranks #867 among its holdings. This is a return to the name: HHM Wealth Advisors previously reported a position in XAR as recently as Q4 2023.

HHM Wealth Advisors first reported a position in XAR in Q4 2023 and has held it in 2 quarters since. The position peaked at $3.93K in Q4 2023. 614 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

HHM Wealth Advisors held 1 share of State Street SPDR S&P Aerospace & Defense ETF worth $284 as of Q2 2026.
State Street SPDR S&P Aerospace & Defense ETF was a new HHM Wealth Advisors position in Q2 2026.
State Street SPDR S&P Aerospace & Defense ETF made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #867 holding.
HHM Wealth Advisors first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2023 and has held it in 2 quarters since.
HHM Wealth Advisors's State Street SPDR S&P Aerospace & Defense ETF position peaked at $3.93K in Q4 2023.
614 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.