NovaPoint Capital’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

NovaPoint Capital’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	$3.79M	Sell	13,338 -2,214	-14%	-$599K	0.79%	43
2026 Q1	$3.95M	Buy	15,552 +601	+4%	+$165K	0.99%	46
2025 Q4	$3.61M	Sell	14,951 -241	-2%	-$57.3K	0.93%	44
2025 Q3	$3.57M	Sell	15,192 -149	-1%	-$32.5K	0.87%	44
2025 Q2	$3.24M	Buy	15,341 +307	+2%	+$55.6K	0.99%	43
2025 Q1	$2.42M	Sell	15,034 -1,562	-9%	-$263K	0.74%	51
2024 Q4	$2.75M	Sell	16,596 -320	-2%	-$52.8K	0.84%	47
2024 Q3	$2.66M	Sell	16,916 -110	-0.6%	-$16.4K	0.83%	48
2024 Q2	$2.38M	Buy	17,026 +130	+0.8%	+$18.1K	0.81%	48
2024 Q1	$2.37M	Sell	16,896 -103	-0.6%	-$13.8K	0.83%	46
2023 Q4	$2.3M	Buy	+16,999	New	+$2.09M	0.85%	47

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

NovaPoint Capital's XAR Position: Q2 2026 in Review

NovaPoint Capital reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 14% in Q2 2026, selling an estimated $599K and leaving 13,338 shares worth $3.79M. The position accounts for 0.79% of the portfolio, ranked #43.

NovaPoint Capital first reported a position in XAR in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.95M in Q1 2026. 614 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

NovaPoint Capital held 13,338 shares of State Street SPDR S&P Aerospace & Defense ETF worth $3.79M as of Q2 2026.
NovaPoint Capital sold 2,214 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $599K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.79% of NovaPoint Capital's portfolio in Q2 2026, its #43 holding.
NovaPoint Capital first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2023 and has held it in 11 quarters since.
NovaPoint Capital's State Street SPDR S&P Aerospace & Defense ETF position peaked at $3.95M in Q1 2026.
614 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on NovaPoint Capital's 13F filing for Q2 2026, filed 6 Aug 2026.