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

Pacific Excel 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 		$315K Buy
+1,109
New +$300K 0.12% 140

Other funds holding XAR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
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

Pacific Excel Wealth Advisors's XAR Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q2 2026: 1,109 shares worth $315K. The stake represents 0.12% of the portfolio and ranks #140 among its holdings.

614 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

  • Pacific Excel Wealth Advisors held 1,109 shares of State Street SPDR S&P Aerospace & Defense ETF worth $315K as of Q2 2026.
  • State Street SPDR S&P Aerospace & Defense ETF was a new Pacific Excel Wealth Advisors position in Q2 2026.
  • State Street SPDR S&P Aerospace & Defense ETF made up 0.12% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #140 holding.
  • 614 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.