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

Maridea Wealth 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	$871K	Sell	3,069 -1,930	-39%	-$522K	0.09%	210
2026 Q1	$1.27M	Sell	4,999 -2,080	-29%	-$570K	0.18%	125
2025 Q4	$1.71M	Sell	7,079 -537	-7%	-$128K	0.26%	109
2025 Q3	$1.84M	Sell	7,616 -1,045	-12%	-$228K	0.29%	85
2025 Q2	$1.83M	Buy	8,661 +584	+7%	+$106K	0.48%	51
2025 Q1	$1.3M	Buy	8,077 +3,941	+95%	+$662K	0.42%	44
2024 Q4	$686K	Buy	+4,136	New	+$682K	0.22%	78

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

Maridea Wealth Management's XAR Position: Q2 2026 in Review

Maridea Wealth Management reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 39% in Q2 2026, selling an estimated $522K and leaving 3,069 shares worth $871K. The position accounts for 0.09% of the portfolio, ranked #210.

Maridea Wealth Management first reported a position in XAR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.84M in Q3 2025. 615 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Maridea Wealth Management held 3,069 shares of State Street SPDR S&P Aerospace & Defense ETF worth $871K as of Q2 2026.
Maridea Wealth Management sold 1,930 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $522K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.09% of Maridea Wealth Management's portfolio in Q2 2026, its #210 holding.
Maridea Wealth Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2024 and has held it in 7 quarters since.
Maridea Wealth Management's State Street SPDR S&P Aerospace & Defense ETF position peaked at $1.84M in Q3 2025.
615 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.