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

Powell Investment 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	$1.42M	Buy	5,021 +1	+0%	+$270	0.45%	30
2026 Q1	$1.27M	Buy	5,020 +1,760	+54%	+$482K	0.44%	32
2025 Q4	$786K	Hold	3,260	–	–	0.27%	55
2025 Q3	$766K	Buy	3,260 +900	+38%	+$196K	0.27%	57
2025 Q2	$498K	Hold	2,360	–	–	0.19%	76
2025 Q1	$379K	Hold	2,360	–	–	0.19%	70
2024 Q4	$391K	Buy	2,360 +610	+35%	+$101K	0.18%	80
2024 Q3	$275K	Hold	1,750	–	–	0.13%	98
2024 Q2	$245K	Hold	1,750	–	–	0.13%	97
2024 Q1	$246K	Hold	1,750	–	–	0.13%	94
2023 Q4	$237K	Buy	+1,750	New	+$216K	0.13%	100

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 22.9% 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

Powell Investment Advisors's XAR Position: Q2 2026 in Review

Powell Investment Advisors increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 0.02% in Q2 2026, buying an estimated $270 and bringing the position to 5,021 shares worth $1.42M. The position accounts for 0.45% of the portfolio, ranked #30.

Powell Investment Advisors first reported a position in XAR in Q4 2023 and has held it in 11 quarters since. 618 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Powell Investment Advisors held 5,021 shares of State Street SPDR S&P Aerospace & Defense ETF worth $1.42M as of Q2 2026.
Powell Investment Advisors bought 1 State Street SPDR S&P Aerospace & Defense ETF share in Q2 2026, an estimated $270.
State Street SPDR S&P Aerospace & Defense ETF made up 0.45% of Powell Investment Advisors's portfolio in Q2 2026, its #30 holding.
Powell Investment Advisors first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2023 and has held it in 11 quarters since.
618 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Powell Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.