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

Institute for 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	$55.9K	Buy	+197	New	+$53.3K	﹤0.01%	845
2020 Q1	–	Sell	-2,018	Closed	-$220K	–	684
2019 Q4	$220K	Buy	2,018 +60	+3%	+$6.48K	0.05%	406
2019 Q3	$209K	Sell	1,958 -1,309	-40%	-$139K	0.05%	388
2019 Q2	$340K	Buy	3,267 +48	+1%	+$4.69K	0.08%	326
2019 Q1	$296K	Buy	3,219 +291	+10%	+$26.1K	0.06%	339
2018 Q4	$231K	Buy	+2,928	New	+$258K	0.09%	227

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 22.9% 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

Institute for Wealth Management's XAR Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q2 2026: 197 shares worth $55.9K. The stake represents ﹤0.01% of the portfolio and ranks #845 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in XAR as recently as Q4 2019.

Institute for Wealth Management first reported a position in XAR in Q4 2018 and has held it in 6 quarters since. The position peaked at $340K in Q2 2019. 618 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Institute for Wealth Management held 197 shares of State Street SPDR S&P Aerospace & Defense ETF worth $55.9K as of Q2 2026.
State Street SPDR S&P Aerospace & Defense ETF was a new Institute for Wealth Management position in Q2 2026.
State Street SPDR S&P Aerospace & Defense ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #845 holding.
Institute for Wealth Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2018 and has held it in 6 quarters since.
Institute for Wealth Management's State Street SPDR S&P Aerospace & Defense ETF position peaked at $340K in Q2 2019.
618 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.