Kingswood Wealth Advisors’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$781K Sell
2,752
-151
-5% -$40.8K 0.03% 480
2026
Q1
$737K Buy
2,903
+359
+14% +$98.3K 0.04% 444
2025
Q4
$614K Buy
2,544
+355
+16% +$84.4K 0.03% 473
2025
Q3
$514K Buy
2,189
+235
+12% +$51.3K 0.03% 472
2025
Q2
$412K Buy
1,954
+113
+6% +$20.5K 0.03% 467
2025
Q1
$296K Sell
1,841
-151
-8% -$25.4K 0.03% 551
2024
Q4
$330K Buy
1,992
+221
+12% +$36.5K 0.02% 575
2024
Q3
$279K Sell
1,771
-445
-20% -$66.3K 0.02% 594
2024
Q2
$310K Sell
2,216
-901
-29% -$126K 0.03% 509
2024
Q1
$438K Buy
3,117
+1,406
+82% +$189K 0.05% 383
2023
Q4
$232K Buy
+1,711
New +$211K 0.03% 541

Other funds holding XAR

Kingswood Wealth Advisors's XAR Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 5.2% in Q2 2026, selling an estimated $40.8K and leaving 2,752 shares worth $781K. The position accounts for 0.03% of the portfolio, ranked #480.

Kingswood Wealth Advisors first reported a position in XAR in Q4 2023 and has held it in 11 quarters since. 613 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

  • Kingswood Wealth Advisors held 2,752 shares of State Street SPDR S&P Aerospace & Defense ETF worth $781K as of Q2 2026.
  • Kingswood Wealth Advisors sold 151 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $40.8K.
  • State Street SPDR S&P Aerospace & Defense ETF made up 0.03% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #480 holding.
  • Kingswood Wealth Advisors first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2023 and has held it in 11 quarters since.
  • 613 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.