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

Meriwether Wealth & Planning’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
Q3 		$7.63K Buy
+33
New +$8.72K ﹤0.01% 462

Other funds holding XAR

Howard Capital Management Group
Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return
Enclave Advisors
Enclave Advisors Austin, Texas $793M AUM 15.9% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
WESPAC Advisors SoCal
WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Bourgeon Capital Management
Bourgeon Capital Management Darien, Connecticut $696M AUM 39.92% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Southern Capital Services
Southern Capital Services Daphne, Alabama $176M AUM 16.02% 1-Year Est. Return

Meriwether Wealth & Planning's XAR Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q3 2026: 33 shares worth $7.63K. The stake represents ﹤0.01% of the portfolio and ranks #462 among its holdings.

226 funds tracked by Wall St. Rank hold XAR as of Q3 2026.

  • Meriwether Wealth & Planning held 33 shares of State Street SPDR S&P Aerospace & Defense ETF worth $7.63K as of Q3 2026.
  • State Street SPDR S&P Aerospace & Defense ETF was a new Meriwether Wealth & Planning position in Q3 2026.
  • State Street SPDR S&P Aerospace & Defense ETF made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #462 holding.
  • 226 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.