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

Independent Solutions 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 Q1	$215K	Sell	846 -25	-3%	-$6.85K	0.03%	181
2025 Q4	$210K	Hold	871	–	–	0.04%	165
2025 Q3	$205K	Buy	+871	New	+$190K	0.04%	172
2024 Q3	–	Sell	-1,765	Closed	-$247K	–	176
2024 Q2	$247K	Sell	1,765 -70	-4%	-$9.77K	0.06%	152
2024 Q1	$258K	Sell	1,835 -20	-1%	-$2.68K	0.06%	156
2023 Q4	$251K	Sell	1,855 -400	-18%	-$49.3K	0.06%	150
2023 Q3	$253K	Hold	2,255	–	–	0.07%	172
2023 Q2	$274K	Sell	2,255 -200	-8%	-$23.2K	0.07%	179
2023 Q1	$287K	Sell	2,455 -50	-2%	-$5.81K	0.08%	167
2022 Q4	$276K	Hold	2,505	–	–	0.08%	173
2022 Q3	$230K	Hold	2,505	–	–	0.08%	188
2022 Q2	$252K	Hold	2,505	–	–	0.08%	178
2022 Q1	$312K	Hold	2,505	–	–	0.07%	169
2021 Q4	$292K	Hold	2,505	–	–	0.07%	182
2021 Q3	$299K	Sell	2,505 -10	-0.4%	-$1.24K	0.07%	178
2021 Q2	$333K	Sell	2,515 -100	-4%	-$12.8K	0.08%	163
2021 Q1	$328K	Sell	2,615 -100	-4%	-$12.1K	0.09%	145
2020 Q4	$312K	Sell	2,715 -50	-2%	-$5.07K	0.1%	140
2020 Q3	$241K	Sell	2,765 -50	-2%	-$4.44K	0.09%	149
2020 Q2	$247K	Hold	2,815	–	–	0.11%	135
2020 Q1	$214K	Sell	2,815 -50	-2%	-$5.14K	0.12%	122
2019 Q4	$313K	Buy	+2,865	New	+$309K	0.14%	124

Other funds holding XAR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

Independent Solutions Wealth Management's XAR Position: Q1 2026 in Review

Independent Solutions Wealth Management reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 2.9% in Q1 2026, selling an estimated $6.85K and leaving 846 shares worth $215K. The position accounts for 0.03% of the portfolio, ranked #181.

Independent Solutions Wealth Management first reported a position in XAR in Q4 2019 and has held it in 22 quarters since. The position peaked at $333K in Q2 2021. 566 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

Independent Solutions Wealth Management held 846 shares of State Street SPDR S&P Aerospace & Defense ETF worth $215K as of Q1 2026.
Independent Solutions Wealth Management sold 25 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2026, an estimated $6.85K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.03% of Independent Solutions Wealth Management's portfolio in Q1 2026, its #181 holding.
Independent Solutions Wealth Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2019 and has held it in 22 quarters since.
Independent Solutions Wealth Management's State Street SPDR S&P Aerospace & Defense ETF position peaked at $333K in Q2 2021.
566 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.