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

NewEdge 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	$6.91M	Buy	24,342 +4,656	+24%	+$1.26M	0.02%	646
2026 Q1	$5M	Buy	19,686 +3,523	+22%	+$965K	0.02%	691
2025 Q4	$3.9M	Buy	16,163 +410	+3%	+$97.4K	0.01%	768
2025 Q3	$3.7M	Sell	15,753 -1,004	-6%	-$219K	0.02%	747
2025 Q2	$3.53M	Buy	16,757 +8,500	+103%	+$1.54M	0.02%	707
2025 Q1	$1.33M	Buy	8,257 +67	+0.8%	+$11.3K	0.01%	1035
2024 Q4	$1.36M	Sell	8,190 -5,197	-39%	-$858K	0.01%	1007
2024 Q3	$2.11M	Sell	13,387 -555	-4%	-$82.6K	0.01%	769
2024 Q2	$1.95M	Buy	13,942 +12,897	+1,234%	+$1.8M	0.01%	761
2024 Q1	$147K	Sell	1,045 -305	-23%	-$40.9K	﹤0.01%	1932
2023 Q4	$183K	Sell	1,350 -861	-39%	-$106K	﹤0.01%	1743
2023 Q3	$248K	Buy	2,211 +158	+8%	+$18.9K	﹤0.01%	1523
2023 Q2	$249K	Buy	2,053 +99	+5%	+$11.5K	﹤0.01%	1540
2023 Q1	$228K	Sell	1,954 -71	-4%	-$8.26K	﹤0.01%	1489
2022 Q4	$60.3K	Buy	+2,025	New	+$214K	﹤0.01%	1645
2020 Q2	–	Sell	-2,736	Closed	-$208K	–	947
2020 Q1	$208K	Sell	2,736 -1,274	-32%	-$131K	0.01%	696
2019 Q4	$437K	Buy	4,010 +81	+2%	+$8.75K	0.02%	562
2019 Q3	$420K	Buy	3,929 +38	+1%	+$4.04K	0.02%	555
2019 Q2	$404K	Buy	3,891 +1,587	+69%	+$155K	0.02%	451
2019 Q1	$212K	Buy	+2,304	New	+$207K	0.01%	613
2018 Q4	–	Sell	-2,184	Closed	-$217K	–	725
2018 Q3	$217K	Buy	+2,184	New	+$206K	0.02%	595

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

NewEdge Advisors's XAR Position: Q2 2026 in Review

NewEdge Advisors increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 24% in Q2 2026, buying an estimated $1.26M and bringing the position to 24,342 shares worth $6.91M. The position accounts for 0.02% of the portfolio, ranked #646.

NewEdge Advisors first reported a position in XAR in Q3 2018 and has held it in 21 quarters since. 614 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

NewEdge Advisors held 24,342 shares of State Street SPDR S&P Aerospace & Defense ETF worth $6.91M as of Q2 2026.
NewEdge Advisors bought 4,656 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $1.26M.
State Street SPDR S&P Aerospace & Defense ETF made up 0.02% of NewEdge Advisors's portfolio in Q2 2026, its #646 holding.
NewEdge Advisors first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2018 and has held it in 21 quarters since.
614 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.