Lynx Investment Advisory’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Lynx Investment Advisory’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	$238K	Hold	838	–	–	0.08%	206
2026 Q1	$213K	Hold	838	–	–	0.1%	175
2025 Q4	$202K	Buy	+838	New	+$199K	0.11%	164
2024 Q3	–	Sell	-830	Closed	-$116K	–	789
2024 Q2	$116K	Buy	+830	New	+$116K	0.09%	169

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

Lynx Investment Advisory's XAR Position: Q2 2026 in Review

Lynx Investment Advisory held its State Street SPDR S&P Aerospace & Defense ETF (XAR) position steady in Q2 2026 at 838 shares worth $238K. The position accounts for 0.08% of the portfolio, ranked #206.

Lynx Investment Advisory first reported a position in XAR in Q2 2024 and has held it in 4 quarters since. 618 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Lynx Investment Advisory held 838 shares of State Street SPDR S&P Aerospace & Defense ETF worth $238K as of Q2 2026.
Lynx Investment Advisory left its State Street SPDR S&P Aerospace & Defense ETF share count unchanged in Q2 2026.
State Street SPDR S&P Aerospace & Defense ETF made up 0.08% of Lynx Investment Advisory's portfolio in Q2 2026, its #206 holding.
Lynx Investment Advisory first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q2 2024 and has held it in 4 quarters since.
618 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Lynx Investment Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.