Ogorek Anthony Joseph’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Ogorek Anthony Joseph’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	$9K	Sell	35 -3	-8%	-$811	﹤0.01%	432
2026 Q1	$9K	Buy	38 +18	+90%	+$4.93K	﹤0.01%	399
2025 Q4	$4K	Hold	20	–	–	﹤0.01%	520
2025 Q3	$4K	Hold	20	–	–	﹤0.01%	532
2025 Q2	$4K	Hold	20	–	–	﹤0.01%	516
2025 Q1	$3K	Hold	20	–	–	﹤0.01%	536
2024 Q4	$3K	Buy	+20	New	+$3.3K	﹤0.01%	271

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

Ogorek Anthony Joseph's XAR Position: Q2 2026 in Review

Ogorek Anthony Joseph reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 7.9% in Q2 2026, selling an estimated $811 and leaving 35 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #432.

Ogorek Anthony Joseph first reported a position in XAR in Q4 2024 and has held it in 7 quarters since. 616 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Ogorek Anthony Joseph held 35 shares of State Street SPDR S&P Aerospace & Defense ETF worth $9K as of Q2 2026.
Ogorek Anthony Joseph sold 3 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $811.
State Street SPDR S&P Aerospace & Defense ETF made up ﹤0.01% of Ogorek Anthony Joseph's portfolio in Q2 2026, its #432 holding.
Ogorek Anthony Joseph first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2024 and has held it in 7 quarters since.
616 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2026, filed 7 Aug 2026.