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

Private 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	$317K	Buy	+1,118	New	+$302K	0.02%	253
2024 Q1	–	Sell	-3,005	Closed	-$407K	–	222
2023 Q4	$407K	Sell	3,005 -673	-18%	-$82.9K	0.07%	151
2023 Q3	$412K	Sell	3,678 -2,250	-38%	-$269K	0.08%	151
2023 Q2	$720K	Buy	+5,928	New	+$689K	0.14%	126
2018 Q4	–	Sell	-20,879	Closed	-$1.97M	–	157
2018 Q3	$1.97M	Buy	20,879 +14,665	+236%	+$1.38M	1%	36
2018 Q2	$541K	Buy	+6,214	New	+$547K	0.27%	96
2018 Q1	–	Sell	-10,482	Closed	-$876K	–	140
2017 Q4	$876K	Sell	10,482 -237	-2%	-$19.4K	0.47%	51
2017 Q3	$855K	Buy	10,719 +217	+2%	+$16.2K	0.51%	49
2017 Q2	$740K	Buy	10,502 +3,570	+52%	+$246K	0.44%	53
2017 Q1	$463K	Buy	+6,932	New	+$460K	0.31%	89

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

Private Advisory Group's XAR Position: Q2 2026 in Review

Private Advisory Group opened a new position in State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q2 2026: 1,118 shares worth $317K. The stake represents 0.02% of the portfolio and ranks #253 among its holdings. This is a return to the name: Private Advisory Group previously reported a position in XAR as recently as Q4 2023.

Private Advisory Group first reported a position in XAR in Q1 2017 and has held it in 10 quarters since. The position peaked at $1.97M in Q3 2018. 614 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Private Advisory Group held 1,118 shares of State Street SPDR S&P Aerospace & Defense ETF worth $317K as of Q2 2026.
State Street SPDR S&P Aerospace & Defense ETF was a new Private Advisory Group position in Q2 2026.
State Street SPDR S&P Aerospace & Defense ETF made up 0.02% of Private Advisory Group's portfolio in Q2 2026, its #253 holding.
Private Advisory Group first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2017 and has held it in 10 quarters since.
Private Advisory Group's State Street SPDR S&P Aerospace & Defense ETF position peaked at $1.97M in Q3 2018.
614 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.