Independent Advisor Alliance’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Independent Advisor Alliance’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	-16,631	Closed	-$4.22M	–	1634
2026 Q1	$4.22M	Buy	+16,631	New	+$4.55M	0.05%	353
2025 Q1	–	Sell	-18,984	Closed	-$3.15M	–	1374
2024 Q4	$3.15M	Buy	+18,984	New	+$3.13M	0.04%	387
2020 Q1	–	Sell	-7,848	Closed	-$856K	–	875
2019 Q4	$856K	Buy	+7,848	New	+$848K	0.04%	405

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

Independent Advisor Alliance's XAR Position: Q2 2026 in Review

Independent Advisor Alliance sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q2 2026, closing a stake of 16,631 shares — an estimated $4.22M sold.

Independent Advisor Alliance first reported a position in XAR in Q4 2019 and held it in 3 quarters. The position peaked at $4.22M in Q1 2026. 615 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Independent Advisor Alliance reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 16,631 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $4.22M.
Independent Advisor Alliance first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2019 and held it in 3 quarters.
Independent Advisor Alliance's State Street SPDR S&P Aerospace & Defense ETF position peaked at $4.22M in Q1 2026.
615 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.