Measured Wealth Private Client Group’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Measured Wealth Private Client 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	$36.9K	Buy	+130	New	+$35.2K	0.01%	367
2019 Q3	–	Sell	-3,587	Closed	-$373K	–	206
2019 Q2	$373K	Buy	3,587 +186	+5%	+$18.2K	0.22%	98
2019 Q1	$312K	Buy	3,401 +103	+3%	+$9.24K	0.19%	121
2018 Q4	$260K	Buy	3,298 +179	+6%	+$15.8K	0.24%	71
2018 Q3	$310K	Buy	3,119 +215	+7%	+$20.3K	0.19%	106
2018 Q2	$253K	Buy	+2,904	New	+$256K	0.21%	120

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

Measured Wealth Private Client Group's XAR Position: Q2 2026 in Review

Measured Wealth Private Client Group opened a new position in State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q2 2026: 130 shares worth $36.9K. The stake represents 0.01% of the portfolio and ranks #367 among its holdings. This is a return to the name: Measured Wealth Private Client Group previously reported a position in XAR as recently as Q2 2019.

Measured Wealth Private Client Group first reported a position in XAR in Q2 2018 and has held it in 6 quarters since. The position peaked at $373K in Q2 2019. 614 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Measured Wealth Private Client Group held 130 shares of State Street SPDR S&P Aerospace & Defense ETF worth $36.9K as of Q2 2026.
State Street SPDR S&P Aerospace & Defense ETF was a new Measured Wealth Private Client Group position in Q2 2026.
State Street SPDR S&P Aerospace & Defense ETF made up 0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #367 holding.
Measured Wealth Private Client Group first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q2 2018 and has held it in 6 quarters since.
Measured Wealth Private Client Group's State Street SPDR S&P Aerospace & Defense ETF position peaked at $373K in Q2 2019.
614 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.