IFG
XAR icon

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

Independent Financial Group’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 		$950K Sell
3,346
-754
-18% -$204K 0.02% 716
2026
Q1 		$1.04M Buy
4,100
+287
+8% +$78.6K 0.02% 615
2025
Q4 		$920K Sell
3,813
-264
-6% -$62.7K 0.02% 649
2025
Q3 		$958K Buy
4,077
+3
+0.1% +$655 0.02% 611
2025
Q2 		$859K Buy
4,074
+927
+29% +$168K 0.02% 593
2025
Q1 		$506K Sell
3,147
-56
-2% -$9.41K 0.02% 707
2024
Q4 		$531K Buy
3,203
+216
+7% +$35.6K 0.02% 668
2024
Q3 		$470K Buy
2,987
+1
+0% +$149 0.02% 678
2024
Q2 		$418K Buy
2,986
+101
+4% +$14.1K 0.02% 676
2024
Q1 		$405K Sell
2,885
-564
-16% -$75.7K 0.02% 658
2023
Q4 		$467K Buy
3,449
+525
+18% +$64.7K 0.03% 570
2023
Q3 		$328K Buy
2,924
+75
+3% +$8.98K 0.02% 624
2023
Q2 		$346K Buy
2,849
+274
+11% +$31.8K 0.02% 590
2023
Q1 		$301K Buy
2,575
+100
+4% +$11.6K 0.02% 606
2022
Q4 		$272K Buy
+2,475
New +$261K 0.02% 588
2020
Q4 		– Sell
-2,636
Closed -$230K – 609
2020
Q3 		$230K Sell
2,636
-463
-15% -$41.1K 0.04% 411
2020
Q2 		$272K Sell
3,099
-218
-7% -$18.1K 0.06% 334
2020
Q1 		$252K Buy
+3,317
New +$341K 0.07% 278

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

Independent Financial Group's XAR Position: Q2 2026 in Review

Independent Financial Group reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 18% in Q2 2026, selling an estimated $204K and leaving 3,346 shares worth $950K. The position accounts for 0.02% of the portfolio, ranked #716.

Independent Financial Group first reported a position in XAR in Q1 2020 and has held it in 18 quarters since. The position peaked at $1.04M in Q1 2026. 613 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

  • Independent Financial Group held 3,346 shares of State Street SPDR S&P Aerospace & Defense ETF worth $950K as of Q2 2026.
  • Independent Financial Group sold 754 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $204K.
  • State Street SPDR S&P Aerospace & Defense ETF made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #716 holding.
  • Independent Financial Group first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2020 and has held it in 18 quarters since.
  • Independent Financial Group's State Street SPDR S&P Aerospace & Defense ETF position peaked at $1.04M in Q1 2026.
  • 613 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.