Kraft Davis & Associates’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Kraft Davis & 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	$1.66M	Buy	6,082 +760	+14%	+$206K	0.35%	50
2026 Q1	$1.37M	Buy	+5,322	New	+$1.46M	0.29%	50
2024 Q2	–	Sell	-53,846	Closed	-$6.36M	–	150
2024 Q1	$6.36M	Sell	53,846 -8,947	-14%	-$1.2M	1.91%	18
2023 Q4	$8.12M	Sell	62,793 -1,606	-2%	-$198K	2.44%	16
2023 Q3	$7.07M	Sell	64,399 -415	-0.6%	-$49.7K	2.66%	15
2023 Q2	$7.91M	Buy	+64,814	New	+$7.53M	2.74%	14

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

Kraft Davis & Associates's XAR Position: Q2 2026 in Review

Kraft Davis & Associates increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 14% in Q2 2026, buying an estimated $206K and bringing the position to 6,082 shares worth $1.66M. The position accounts for 0.35% of the portfolio, ranked #50.

Kraft Davis & Associates first reported a position in XAR in Q2 2023 and has held it in 6 quarters since. The position peaked at $8.12M in Q4 2023. 613 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Kraft Davis & Associates held 6,082 shares of State Street SPDR S&P Aerospace & Defense ETF worth $1.66M as of Q2 2026.
Kraft Davis & Associates bought 760 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $206K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.35% of Kraft Davis & Associates's portfolio in Q2 2026, its #50 holding.
Kraft Davis & Associates first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q2 2023 and has held it in 6 quarters since.
Kraft Davis & Associates's State Street SPDR S&P Aerospace & Defense ETF position peaked at $8.12M in Q4 2023.
613 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Kraft Davis & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.