Joseph P. Lucia & Associates’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Joseph P. Lucia & Associates’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	$440K	Buy	1,551 +371	+31%	+$100K	0.13%	121
2026 Q1	$300K	Hold	1,180	–	–	0.11%	131
2025 Q4	$285K	Hold	1,180	–	–	0.1%	136
2025 Q3	$277K	Hold	1,180	–	–	0.1%	131
2025 Q2	$249K	Sell	1,180 -133	-10%	-$24.1K	0.1%	130
2025 Q1	$211K	Sell	1,313 -193	-13%	-$32.4K	0.1%	128
2024 Q4	$250K	Sell	1,506 -320	-18%	-$52.8K	0.11%	115
2024 Q3	$287K	Sell	1,826 -280	-13%	-$41.7K	0.13%	100
2024 Q2	$295K	Hold	2,106	–	–	0.15%	95
2024 Q1	$296K	Sell	2,106 -460	-18%	-$61.7K	0.16%	94
2023 Q4	$347K	Buy	2,566 +141	+6%	+$17.4K	0.22%	85
2023 Q3	$272K	Hold	2,425	–	–	0.19%	93
2023 Q2	$295K	Hold	2,425	–	–	0.2%	90
2023 Q1	$284K	Sell	2,425 -741	-23%	-$86.2K	0.2%	92
2022 Q4	$348K	Sell	3,166 -109	-3%	-$11.5K	0.26%	82
2022 Q3	$300K	Hold	3,275	–	–	0.24%	84
2022 Q2	$329K	Sell	3,275 -160	-5%	-$17.6K	0.23%	77
2022 Q1	$428K	Sell	3,435 -1,553	-31%	-$182K	0.26%	71
2021 Q4	$581K	Hold	4,988	–	–	0.37%	65
2021 Q3	$595K	Hold	4,988	–	–	0.35%	73
2021 Q2	$660K	Hold	4,988	–	–	0.39%	68
2021 Q1	$626K	Hold	4,988	–	–	0.28%	66
2020 Q4	$572K	Sell	4,988 -132	-3%	-$13.4K	0.4%	64
2020 Q3	$447K	Sell	5,120 -95	-2%	-$8.43K	0.42%	61
2020 Q2	$457K	Hold	5,215	–	–	0.41%	61
2020 Q1	$397K	Hold	5,215	–	–	0.44%	59
2019 Q4	$569K	Buy	5,215 +327	+7%	+$35.3K	0.52%	49
2019 Q3	$522K	Buy	4,888 +418	+9%	+$44.4K	0.54%	51
2019 Q2	$465K	Buy	4,470 +4,175	+1,415%	+$408K	0.49%	56
2019 Q1	$27.7K	Buy	+295	New	+$26.5K	0.05%	148

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

Joseph P. Lucia & Associates's XAR Position: Q2 2026 in Review

Joseph P. Lucia & Associates increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 31% in Q2 2026, buying an estimated $100K and bringing the position to 1,551 shares worth $440K. The position accounts for 0.13% of the portfolio, ranked #121.

Joseph P. Lucia & Associates first reported a position in XAR in Q1 2019 and has held it in 30 quarters since. The position peaked at $660K in Q2 2021. 618 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Joseph P. Lucia & Associates held 1,551 shares of State Street SPDR S&P Aerospace & Defense ETF worth $440K as of Q2 2026.
Joseph P. Lucia & Associates bought 371 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $100K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.13% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #121 holding.
Joseph P. Lucia & Associates first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2019 and has held it in 30 quarters since.
Joseph P. Lucia & Associates's State Street SPDR S&P Aerospace & Defense ETF position peaked at $660K in Q2 2021.
618 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.