M Wealth Management LLC’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

M Wealth Management LLC’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	$474K	Hold	1,670	–	–	0.37%	38
2026 Q1	$424K	Buy	+1,670	New	+$457K	0.36%	35

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

M Wealth Management LLC's XAR Position: Q2 2026 in Review

M Wealth Management LLC held its State Street SPDR S&P Aerospace & Defense ETF (XAR) position steady in Q2 2026 at 1,670 shares worth $474K. The position accounts for 0.37% of the portfolio, ranked #38.

M Wealth Management LLC first reported a position in XAR in Q1 2026 and has held it in 2 quarters since. 613 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

M Wealth Management LLC held 1,670 shares of State Street SPDR S&P Aerospace & Defense ETF worth $474K as of Q2 2026.
M Wealth Management LLC 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 0.37% of M Wealth Management LLC's portfolio in Q2 2026, its #38 holding.
M Wealth Management LLC first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2026 and has held it in 2 quarters since.
613 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on M Wealth Management LLC's 13F filing for Q2 2026, filed 27 Jul 2026.