Mather Group’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Mather Group’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	$119K	Sell	418 -199	-32%	-$53.8K	﹤0.01%	899
2026 Q1	$157K	Buy	+617	New	+$169K	﹤0.01%	789
2024 Q3	–	Sell	-350	Closed	-$49.2K	–	2225
2024 Q2	$49.2K	Buy	+350	New	+$48.8K	﹤0.01%	1004

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

Mather Group's XAR Position: Q2 2026 in Review

Mather Group reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 32% in Q2 2026, selling an estimated $53.8K and leaving 418 shares worth $119K. The position accounts for ﹤0.01% of the portfolio, ranked #899.

Mather Group first reported a position in XAR in Q2 2024 and has held it in 3 quarters since. The position peaked at $157K in Q1 2026. 613 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Mather Group held 418 shares of State Street SPDR S&P Aerospace & Defense ETF worth $119K as of Q2 2026.
Mather Group sold 199 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $53.8K.
State Street SPDR S&P Aerospace & Defense ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #899 holding.
Mather Group first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q2 2024 and has held it in 3 quarters since.
Mather Group's State Street SPDR S&P Aerospace & Defense ETF position peaked at $157K in Q1 2026.
613 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.