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

Motive Wealth 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 		$249K Hold
878
– – 0.1% 87
2026
Q1 		$223K Hold
878
– – 0.1% 84
2025
Q4 		$212K Hold
878
– – 0.09% 90
2025
Q3 		$206K Buy
+878
New +$192K 0.09% 86

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
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FCA
FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Motive Wealth Advisors's XAR Position: Q2 2026 in Review

Motive Wealth Advisors held its State Street SPDR S&P Aerospace & Defense ETF (XAR) position steady in Q2 2026 at 878 shares worth $249K. The position accounts for 0.1% of the portfolio, ranked #87.

Motive Wealth Advisors first reported a position in XAR in Q3 2025 and has held it in 4 quarters since. 131 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

  • Motive Wealth Advisors held 878 shares of State Street SPDR S&P Aerospace & Defense ETF worth $249K as of Q2 2026.
  • Motive Wealth 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 0.1% of Motive Wealth Advisors's portfolio in Q2 2026, its #87 holding.
  • Motive Wealth 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.
  • 131 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Motive Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.