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PlanVest Financial’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

PlanVest Financial’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 		$258K Sell
910
-303
-25% -$81.9K 0.17% 88
2026
Q1 		$308K Buy
+1,213
New +$332K 0.23% 75

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

PlanVest Financial's XAR Position: Q2 2026 in Review

PlanVest Financial reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 25% in Q2 2026, selling an estimated $81.9K and leaving 910 shares worth $258K. The position accounts for 0.17% of the portfolio, ranked #88.

PlanVest Financial first reported a position in XAR in Q1 2026 and has held it in 2 quarters since. The position peaked at $308K in Q1 2026. 594 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

  • PlanVest Financial held 910 shares of State Street SPDR S&P Aerospace & Defense ETF worth $258K as of Q2 2026.
  • PlanVest Financial sold 303 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $81.9K.
  • State Street SPDR S&P Aerospace & Defense ETF made up 0.17% of PlanVest Financial's portfolio in Q2 2026, its #88 holding.
  • PlanVest Financial first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2026 and has held it in 2 quarters since.
  • PlanVest Financial's State Street SPDR S&P Aerospace & Defense ETF position peaked at $308K in Q1 2026.
  • 594 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.