Regatta Research & Money Management’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Regatta Research & Money Management’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	$125K	Buy	+442	New	+$120K	0.12%	157

Other funds holding XAR

LPL Financial San Diego, California $445B AUM 25.58% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Regatta Research & Money Management's XAR Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q2 2026: 442 shares worth $125K. The stake represents 0.12% of the portfolio and ranks #157 among its holdings.

498 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Regatta Research & Money Management held 442 shares of State Street SPDR S&P Aerospace & Defense ETF worth $125K as of Q2 2026.
State Street SPDR S&P Aerospace & Defense ETF was a new Regatta Research & Money Management position in Q2 2026.
State Street SPDR S&P Aerospace & Defense ETF made up 0.12% of Regatta Research & Money Management's portfolio in Q2 2026, its #157 holding.
498 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.