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Milestone Investment Advisors’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Milestone Investment Advisors’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 		$38.6K Hold
136
– – 0.01% 116
2026
Q1 		$34.5K Hold
136
– – 0.01% 118
2025
Q4 		$32.8K Hold
136
– – 0.01% 116
2025
Q3 		$32K Buy
+136
New +$29.7K 0.01% 108

Other funds holding XAR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
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

Milestone Investment Advisors's XAR Position: Q2 2026 in Review

Milestone Investment Advisors held its State Street SPDR S&P Aerospace & Defense ETF (XAR) position steady in Q2 2026 at 136 shares worth $38.6K. The position accounts for 0.01% of the portfolio, ranked #116.

Milestone Investment Advisors first reported a position in XAR in Q3 2025 and has held it in 4 quarters since. 613 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

  • Milestone Investment Advisors held 136 shares of State Street SPDR S&P Aerospace & Defense ETF worth $38.6K as of Q2 2026.
  • Milestone Investment Advisors left its State Street SPDR S&P Aerospace & Defense ETF share count unchanged in Q2 2026.
  • State Street SPDR S&P Aerospace & Defense ETF made up 0.01% of Milestone Investment Advisors's portfolio in Q2 2026, its #116 holding.
  • Milestone Investment Advisors first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2025 and has held it in 4 quarters since.
  • 613 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.