HWM
XAR icon

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

Horizon 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 		– Sell
-65,645
Closed -$16.7M – 156
2026
Q1 		$16.7M Buy
65,645
+44,296
+207% +$12.1M 2.44% 17
2025
Q4 		$5.15M Sell
21,349
-30,015
-58% -$7.13M 0.8% 26
2025
Q3 		$12.1M Buy
+51,364
New +$11.2M 1.77% 17

Other funds holding XAR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
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

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

Horizon Wealth Management sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q2 2026, closing a stake of 65,645 shares — an estimated $16.7M sold.

Horizon Wealth Management first reported a position in XAR in Q3 2025 and held it in 3 quarters. The position peaked at $16.7M in Q1 2026. 614 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

  • Horizon Wealth Management reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q2 2026 after selling out during the quarter.
  • Horizon Wealth Management sold 65,645 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $16.7M.
  • Horizon Wealth Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2025 and held it in 3 quarters.
  • Horizon Wealth Management's State Street SPDR S&P Aerospace & Defense ETF position peaked at $16.7M in Q1 2026.
  • 614 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Horizon Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.