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

Next Level 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 		$1.85K Buy
+8
New +$2.11K ﹤0.01% 471

Other funds holding XAR

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Howard Capital Management Group
Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Enclave Advisors
Enclave Advisors Austin, Texas $793M AUM 15.9% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Cumberland Advisors
Cumberland Advisors Sarasota, Florida $280M AUM 17.5% 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

Next Level Wealth Planning's XAR Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q3 2026: 8 shares worth $1.85K. The stake represents ﹤0.01% of the portfolio and ranks #471 among its holdings.

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

  • Next Level Wealth Planning held 8 shares of State Street SPDR S&P Aerospace & Defense ETF worth $1.85K as of Q3 2026.
  • State Street SPDR S&P Aerospace & Defense ETF was a new Next Level Wealth Planning position in Q3 2026.
  • State Street SPDR S&P Aerospace & Defense ETF made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #471 holding.
  • 355 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.