Portfolio Strategies’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Portfolio Strategies’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	–	Sell	-2,322	Closed	-$590K	–	88
2026 Q1	$590K	Buy	+2,322	New	+$636K	0.07%	40
2019 Q4	–	Sell	-41,880	Closed	-$4.47M	–	62
2019 Q3	$4.47M	Buy	41,880 +39,829	+1,942%	+$4.23M	2.29%	16
2019 Q2	$213K	Buy	+2,051	New	+$200K	0.14%	52
2018 Q4	–	Sell	-10	Closed	-$1K	–	205
2018 Q3	$1K	Buy	+10	New	+$944	﹤0.01%	231

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

Portfolio Strategies's XAR Position: Q2 2026 in Review

Portfolio Strategies sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q2 2026, closing a stake of 2,322 shares — an estimated $590K sold.

Portfolio Strategies first reported a position in XAR in Q3 2018 and held it in 4 quarters. The position peaked at $4.47M in Q3 2019. 616 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Portfolio Strategies reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q2 2026 after selling out during the quarter.
Portfolio Strategies sold 2,322 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $590K.
Portfolio Strategies first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2018 and held it in 4 quarters.
Portfolio Strategies's State Street SPDR S&P Aerospace & Defense ETF position peaked at $4.47M in Q3 2019.
616 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Portfolio Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.