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

Iams 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 		$1.26M Buy
4,422
+311
+8% +$84.1K 0.38% 79
2026
Q1 		$1.04M Buy
4,111
+2,285
+125% +$626K 0.36% 80
2025
Q4 		$441K Sell
1,826
-41
-2% -$9.74K 0.16% 130
2025
Q3 		$439K Buy
+1,867
New +$407K 0.18% 129

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
EA
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
CA
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

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

Iams Wealth Management increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 7.6% in Q2 2026, buying an estimated $84.1K and bringing the position to 4,422 shares worth $1.26M. The position accounts for 0.38% of the portfolio, ranked #79.

Iams Wealth Management first reported a position in XAR in Q3 2025 and has held it in 4 quarters since. 95 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

  • Iams Wealth Management held 4,422 shares of State Street SPDR S&P Aerospace & Defense ETF worth $1.26M as of Q2 2026.
  • Iams Wealth Management bought 311 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $84.1K.
  • State Street SPDR S&P Aerospace & Defense ETF made up 0.38% of Iams Wealth Management's portfolio in Q2 2026, its #79 holding.
  • Iams Wealth Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2025 and has held it in 4 quarters since.
  • 95 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.