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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
Q3 		$678K Sell
2,933
-413
-12% -$109K 0.01% 858
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

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
KGP
Keystone Global Partners Denver, Colorado $278M AUM 15.57% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Independent Financial Group's XAR Position: Q3 2026 in Review

Independent Financial Group reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 12% in Q3 2026, selling an estimated $109K and leaving 2,933 shares worth $678K. The position accounts for 0.01% of the portfolio, ranked #858.

Independent Financial Group first reported a position in XAR in Q1 2020 and has held it in 19 quarters since. The position peaked at $1.04M in Q1 2026. 44 funds tracked by Wall St. Rank hold XAR as of Q3 2026.

  • Independent Financial Group held 2,933 shares of State Street SPDR S&P Aerospace & Defense ETF worth $678K as of Q3 2026.
  • Independent Financial Group sold 413 State Street SPDR S&P Aerospace & Defense ETF shares in Q3 2026, an estimated $109K.
  • State Street SPDR S&P Aerospace & Defense ETF made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #858 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 19 quarters since.
  • Independent Financial Group's State Street SPDR S&P Aerospace & Defense ETF position peaked at $1.04M in Q1 2026.
  • 44 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.