HM Payson & Co’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

HM Payson & Co’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	$56.8K	Buy	200 +25	+14%	+$6.76K	﹤0.01%	680
2026 Q1	$44.4K	Hold	175	–	–	﹤0.01%	709
2025 Q4	$42.2K	Hold	175	–	–	﹤0.01%	723
2025 Q3	$41.1K	Hold	175	–	–	﹤0.01%	733
2025 Q2	$36.9K	Hold	175	–	–	﹤0.01%	698
2025 Q1	$28.1K	Hold	175	–	–	﹤0.01%	740
2024 Q4	$29K	Sell	175 -50	-22%	-$8.25K	﹤0.01%	721
2024 Q3	$35.4K	Sell	225 -147	-40%	-$21.9K	﹤0.01%	685
2024 Q2	$52.1K	Hold	372	–	–	﹤0.01%	597
2024 Q1	$52.3K	Hold	372	–	–	﹤0.01%	583
2023 Q4	$50.4K	Hold	372	–	–	﹤0.01%	596
2023 Q3	$41.7K	Hold	372	–	–	﹤0.01%	612
2023 Q2	$45.2K	Hold	372	–	–	﹤0.01%	597
2023 Q1	$43.5K	Sell	372 -50	-12%	-$5.81K	﹤0.01%	600
2022 Q4	$46.4K	Hold	422	–	–	﹤0.01%	564
2022 Q3	$39K	Hold	422	–	–	﹤0.01%	613
2022 Q2	$42K	Sell	422 -100	-19%	-$11K	﹤0.01%	611
2022 Q1	$65K	Hold	522	–	–	﹤0.01%	560
2021 Q4	$61K	Hold	522	–	–	﹤0.01%	576
2021 Q3	$62K	Hold	522	–	–	﹤0.01%	563
2021 Q2	$69K	Sell	522 -60	-10%	-$7.71K	﹤0.01%	537
2021 Q1	$73K	Sell	582 -55	-9%	-$6.66K	﹤0.01%	535
2020 Q4	$73K	Sell	637 -134	-17%	-$13.6K	﹤0.01%	534
2020 Q3	$67K	Sell	771 -50	-6%	-$4.44K	﹤0.01%	511
2020 Q2	$72K	Buy	821 +75	+10%	+$6.21K	﹤0.01%	468
2020 Q1	$57K	Hold	746	–	–	﹤0.01%	479
2019 Q4	$81K	Buy	746 +33	+5%	+$3.56K	﹤0.01%	503
2019 Q3	$76K	Sell	713 -200	-22%	-$21.2K	﹤0.01%	518
2019 Q2	$95K	Buy	+913	New	+$89.1K	﹤0.01%	494

Other funds holding XAR

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

TFA

Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return

WAS

WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

HM Payson & Co's XAR Position: Q2 2026 in Review

HM Payson & Co increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 14% in Q2 2026, buying an estimated $6.76K and bringing the position to 200 shares worth $56.8K. The position accounts for ﹤0.01% of the portfolio, ranked #680.

HM Payson & Co first reported a position in XAR in Q2 2019 and has held it in 29 quarters since. The position peaked at $95K in Q2 2019. 95 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

HM Payson & Co held 200 shares of State Street SPDR S&P Aerospace & Defense ETF worth $56.8K as of Q2 2026.
HM Payson & Co bought 25 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $6.76K.
State Street SPDR S&P Aerospace & Defense ETF made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #680 holding.
HM Payson & Co first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q2 2019 and has held it in 29 quarters since.
HM Payson & Co's State Street SPDR S&P Aerospace & Defense ETF position peaked at $95K in Q2 2019.
95 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.