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

PFG 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 Q3	$870K	Buy	3,760 +613	+19%	+$162K	0.04%	397
2026 Q2	$893K	Buy	3,147 +1,464	+87%	+$396K	0.05%	398
2026 Q1	$427K	Buy	1,683 +25	+2%	+$6.85K	0.02%	577
2025 Q4	$400K	Buy	1,658 +241	+17%	+$57.3K	0.02%	573
2025 Q3	$333K	Buy	1,417 +23	+2%	+$5.02K	0.01%	649
2025 Q2	$294K	Buy	1,394 +66	+5%	+$12K	0.01%	519
2025 Q1	$213K	Buy	+1,328	New	+$223K	0.01%	669
2023 Q3	–	Sell	-1,871	Closed	-$227K	–	696
2023 Q2	$227K	Buy	1,871 +91	+5%	+$10.6K	0.02%	614
2023 Q1	$208K	Buy	+1,780	New	+$207K	0.02%	602
2022 Q1	–	Sell	-10,059	Closed	-$1.17M	–	557
2021 Q4	$1.17M	Sell	10,059 -4,025	-29%	-$479K	0.12%	221
2021 Q3	$1.68M	Sell	14,084 -2,093	-13%	-$259K	0.19%	163
2021 Q2	$2.14M	Buy	16,177 +1,637	+11%	+$210K	0.24%	123
2021 Q1	$1.83M	Sell	14,540 -265	-2%	-$32.1K	0.23%	131
2020 Q4	$1.7M	Sell	14,805 -240	-2%	-$24.3K	0.29%	104
2020 Q3	$1.37M	Sell	15,045 -7,643	-34%	-$678K	0.26%	108
2020 Q2	$1.9M	Sell	22,688 -10,645	-32%	-$882K	0.43%	68
2020 Q1	$2.62M	Sell	33,333 -375	-1%	-$38.5K	0.7%	34
2019 Q4	$3.86M	Sell	33,708 -305	-0.9%	-$32.9K	0.95%	23
2019 Q3	$3.53M	Buy	34,013 +955	+3%	+$101K	0.98%	20
2019 Q2	$3.52M	Sell	33,058 -120	-0.4%	-$11.7K	0.95%	23
2019 Q1	$3.22M	Sell	33,178 -1,035	-3%	-$92.8K	0.98%	25
2018 Q4	$3.21M	Buy	+34,213	New	+$3.01M	1.01%	22

Other funds holding XAR

Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return

Enclave Advisors Austin, Texas $793M AUM 15.9% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Bourgeon Capital Management Darien, Connecticut $696M AUM 39.92% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

PFG Advisors's XAR Position: Q3 2026 in Review

PFG Advisors increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 19% in Q3 2026, buying an estimated $162K and bringing the position to 3,760 shares worth $870K. The position accounts for 0.04% of the portfolio, ranked #397.

PFG Advisors first reported a position in XAR in Q4 2018 and has held it in 22 quarters since. The position peaked at $3.86M in Q4 2019. 234 funds tracked by Wall St. Rank hold XAR as of Q3 2026.

PFG Advisors held 3,760 shares of State Street SPDR S&P Aerospace & Defense ETF worth $870K as of Q3 2026.
PFG Advisors bought 613 State Street SPDR S&P Aerospace & Defense ETF shares in Q3 2026, an estimated $162K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.04% of PFG Advisors's portfolio in Q3 2026, its #397 holding.
PFG Advisors first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2018 and has held it in 22 quarters since.
PFG Advisors's State Street SPDR S&P Aerospace & Defense ETF position peaked at $3.86M in Q4 2019.
234 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q3 2026.

Based on PFG Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.