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

Merit Financial 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 		$11.9M Sell
41,888
-1,044
-2% -$282K 0.07% 228
2026
Q1 		$10.9M Buy
42,932
+1,256
+3% +$344K 0.08% 213
2025
Q4 		$10.1M Buy
41,676
+38,964
+1,437% +$9.26M 0.08% 204
2025
Q3 		$637K Sell
2,712
-254
-9% -$55.4K 0.01% 1050
2025
Q2 		$626K Sell
2,966
-1,795
-38% -$325K 0.01% 995
2025
Q1 		$765K Sell
4,761
-494
-9% -$83K 0.01% 765
2024
Q4 		$871K Buy
+5,255
New +$867K 0.02% 541
2023
Q3 		– Sell
-1,908
Closed -$232K – 788
2023
Q2 		$232K Buy
+1,908
New +$222K 0.01% 665

Other funds holding XAR

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return

Merit Financial Group's XAR Position: Q2 2026 in Review

Merit Financial Group reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 2.4% in Q2 2026, selling an estimated $282K and leaving 41,888 shares worth $11.9M. The position accounts for 0.07% of the portfolio, ranked #228.

Merit Financial Group first reported a position in XAR in Q2 2023 and has held it in 8 quarters since. 95 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

  • Merit Financial Group held 41,888 shares of State Street SPDR S&P Aerospace & Defense ETF worth $11.9M as of Q2 2026.
  • Merit Financial Group sold 1,044 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $282K.
  • State Street SPDR S&P Aerospace & Defense ETF made up 0.07% of Merit Financial Group's portfolio in Q2 2026, its #228 holding.
  • Merit Financial Group first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q2 2023 and has held it in 8 quarters since.
  • 95 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.