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

Pension & Wealth Management 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	$369K	Hold	1,300	–	–	0.1%	131
2026 Q1	$330K	Hold	1,300	–	–	0.1%	129
2025 Q4	$314K	Hold	1,300	–	–	0.09%	133
2025 Q3	$305K	Hold	1,300	–	–	0.1%	118
2025 Q2	$274K	Hold	1,300	–	–	0.09%	119
2025 Q1	$209K	Buy	+1,300	New	+$219K	0.08%	136

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Pension & Wealth Management Advisors's XAR Position: Q2 2026 in Review

Pension & Wealth Management Advisors held its State Street SPDR S&P Aerospace & Defense ETF (XAR) position steady in Q2 2026 at 1,300 shares worth $369K. The position accounts for 0.1% of the portfolio, ranked #131.

Pension & Wealth Management Advisors first reported a position in XAR in Q1 2025 and has held it in 6 quarters since. 594 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Pension & Wealth Management Advisors held 1,300 shares of State Street SPDR S&P Aerospace & Defense ETF worth $369K as of Q2 2026.
Pension & Wealth Management Advisors left its State Street SPDR S&P Aerospace & Defense ETF share count unchanged in Q2 2026.
State Street SPDR S&P Aerospace & Defense ETF made up 0.1% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #131 holding.
Pension & Wealth Management Advisors first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2025 and has held it in 6 quarters since.
594 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.