Pinnacle Wealth Management Advisory Group’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Pinnacle Wealth Management Advisory Group’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	$680K	Buy	2,397 +75	+3%	+$20.3K	0.04%	234
2026 Q1	$590K	Buy	2,322 +45	+2%	+$12.3K	0.04%	245
2025 Q4	$549K	Buy	2,277 +907	+66%	+$216K	0.04%	255
2025 Q3	$322K	Hold	1,370	–	–	0.02%	299
2025 Q2	$289K	Sell	1,370 -40	-3%	-$7.25K	0.02%	302
2025 Q1	$227K	Hold	1,410	–	–	0.02%	321
2024 Q4	$234K	Buy	1,410 +135	+11%	+$22.3K	0.02%	322
2024 Q3	$201K	Buy	+1,275	New	+$190K	0.02%	349

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

Pinnacle Wealth Management Advisory Group's XAR Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 3.2% in Q2 2026, buying an estimated $20.3K and bringing the position to 2,397 shares worth $680K. The position accounts for 0.04% of the portfolio, ranked #234.

Pinnacle Wealth Management Advisory Group first reported a position in XAR in Q3 2024 and has held it in 8 quarters since. 613 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Pinnacle Wealth Management Advisory Group held 2,397 shares of State Street SPDR S&P Aerospace & Defense ETF worth $680K as of Q2 2026.
Pinnacle Wealth Management Advisory Group bought 75 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $20.3K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.04% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #234 holding.
Pinnacle Wealth Management Advisory Group first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2024 and has held it in 8 quarters since.
613 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.