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

PCG 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 Q1	$405K	Buy	1,595 +79	+5%	+$21.6K	0.1%	122
2025 Q4	$366K	Buy	1,516 +28	+2%	+$6.65K	0.1%	115
2025 Q3	$350K	Hold	1,488	–	–	0.1%	119
2025 Q2	$314K	Sell	1,488 -1	-0.1%	-$181	0.16%	70
2025 Q1	$239K	Sell	1,489 -1	-0.1%	-$168	0.08%	118
2024 Q4	$247K	Hold	1,490	–	–	0.09%	116
2024 Q3	$234K	Sell	1,490 -4	-0.3%	-$596	0.09%	110
2024 Q2	$209K	Sell	1,494 -10	-0.7%	-$1.4K	0.09%	112
2024 Q1	$211K	Hold	1,504	–	–	0.1%	104
2023 Q4	$204K	Buy	+1,504	New	+$185K	0.11%	97
2022 Q4	–	Sell	-3,028	Closed	-$278K	–	152
2022 Q3	$278K	Buy	+3,028	New	+$316K	0.1%	108
2022 Q2	–	Sell	-1,974	Closed	-$246K	–	97
2022 Q1	$246K	Buy	1,974 +10	+0.5%	+$1.17K	0.16%	72
2021 Q4	$227K	Buy	+1,964	New	+$234K	0.16%	70

Other funds holding XAR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

PCG Wealth Advisors's XAR Position: Q1 2026 in Review

PCG Wealth Advisors increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 5.2% in Q1 2026, buying an estimated $21.6K and bringing the position to 1,595 shares worth $405K. The position accounts for 0.1% of the portfolio, ranked #122.

PCG Wealth Advisors first reported a position in XAR in Q4 2021 and has held it in 13 quarters since. 566 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

PCG Wealth Advisors held 1,595 shares of State Street SPDR S&P Aerospace & Defense ETF worth $405K as of Q1 2026.
PCG Wealth Advisors bought 79 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2026, an estimated $21.6K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.1% of PCG Wealth Advisors's portfolio in Q1 2026, its #122 holding.
PCG Wealth Advisors first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2021 and has held it in 13 quarters since.
566 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.

Based on PCG Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.