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

Jones Financial Companies’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	$21.2M	Buy	77,451 +13,115	+20%	+$3.55M	0.01%	651
2026 Q1	$16.1M	Buy	64,336 +29,913	+87%	+$8.19M	0.01%	664
2025 Q4	$8.3M	Buy	34,423 +7,783	+29%	+$1.85M	0.01%	498
2025 Q3	$6.14M	Buy	26,640 +5,168	+24%	+$1.13M	﹤0.01%	517
2025 Q2	$4.51M	Buy	21,472 +5,062	+31%	+$918K	﹤0.01%	526
2025 Q1	$2.66M	Buy	16,410 +4,475	+37%	+$752K	﹤0.01%	581
2024 Q4	$1.98M	Buy	11,935 +5,105	+75%	+$842K	﹤0.01%	561
2024 Q3	$1.07M	Buy	6,830 +5,846	+594%	+$871K	﹤0.01%	592
2024 Q2	$138K	Buy	984 +829	+535%	+$116K	﹤0.01%	940
2024 Q1	$21.8K	Buy	+155	New	+$20.8K	﹤0.01%	887

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

Jones Financial Companies's XAR Position: Q2 2026 in Review

Jones Financial Companies increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 20% in Q2 2026, buying an estimated $3.55M and bringing the position to 77,451 shares worth $21.2M. The position accounts for 0.01% of the portfolio, ranked #651.

Jones Financial Companies first reported a position in XAR in Q1 2024 and has held it in 10 quarters since. 613 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Jones Financial Companies held 77,451 shares of State Street SPDR S&P Aerospace & Defense ETF worth $21.2M as of Q2 2026.
Jones Financial Companies bought 13,115 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $3.55M.
State Street SPDR S&P Aerospace & Defense ETF made up 0.01% of Jones Financial Companies's portfolio in Q2 2026, its #651 holding.
Jones Financial Companies first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2024 and has held it in 10 quarters since.
613 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.