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

Kelly Financial Services’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	$464K	Buy	+1,635	New	+$442K	0.1%	76
2024 Q1	–	Sell	-1	Closed	-$154	–	831
2023 Q4	$154	Sell	1 -128	-99%	-$15.8K	﹤0.01%	744
2023 Q3	$14.4K	Hold	129	–	–	0.01%	319
2023 Q2	$15.6K	Hold	129	–	–	0.01%	308
2023 Q1	$15K	Buy	129 +1	+0.8%	+$116	0.01%	301
2022 Q4	$14.1K	Hold	128	–	–	0.01%	293
2022 Q3	$11.8K	Buy	+128	New	+$13.4K	0.01%	307

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

Kelly Financial Services's XAR Position: Q2 2026 in Review

Kelly Financial Services opened a new position in State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q2 2026: 1,635 shares worth $464K. The stake represents 0.1% of the portfolio and ranks #76 among its holdings. This is a return to the name: Kelly Financial Services previously reported a position in XAR as recently as Q4 2023.

Kelly Financial Services first reported a position in XAR in Q3 2022 and has held it in 7 quarters since. 615 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Kelly Financial Services held 1,635 shares of State Street SPDR S&P Aerospace & Defense ETF worth $464K as of Q2 2026.
State Street SPDR S&P Aerospace & Defense ETF was a new Kelly Financial Services position in Q2 2026.
State Street SPDR S&P Aerospace & Defense ETF made up 0.1% of Kelly Financial Services's portfolio in Q2 2026, its #76 holding.
Kelly Financial Services first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2022 and has held it in 7 quarters since.
615 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Kelly Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.