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

Prosperity Financial 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	$375K	Hold	1,320	–	–	0.12%	139
2026 Q1	$335K	Hold	1,320	–	–	0.12%	136
2025 Q4	$318K	Hold	1,320	–	–	0.11%	132
2025 Q3	$310K	Hold	1,320	–	–	0.11%	130
2025 Q2	$278K	Sell	1,320 -100	-7%	-$18.1K	0.12%	133
2025 Q1	$228K	Sell	1,420 -6	-0.4%	-$1.01K	0.11%	136
2024 Q4	$236K	Sell	1,426 -2	-0.1%	-$330	0.12%	141
2024 Q3	$225K	Sell	1,428 -67	-4%	-$9.98K	0.13%	135
2024 Q2	$209K	Buy	1,495 +60	+4%	+$8.37K	0.13%	130
2024 Q1	$202K	Sell	1,435 -60	-4%	-$8.05K	0.12%	137
2023 Q4	$202K	Sell	1,495 -300	-17%	-$36.9K	0.14%	121
2023 Q3	$201K	Sell	1,795 -27	-1%	-$3.23K	0.17%	105
2023 Q2	$221K	Sell	1,822 -300	-14%	-$34.9K	0.19%	112
2023 Q1	$248K	Sell	2,122 -22	-1%	-$2.56K	0.25%	83
2022 Q4	$236K	Buy	+2,144	New	+$226K	0.25%	78

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

Prosperity Financial Group's XAR Position: Q2 2026 in Review

Prosperity Financial Group held its State Street SPDR S&P Aerospace & Defense ETF (XAR) position steady in Q2 2026 at 1,320 shares worth $375K. The position accounts for 0.12% of the portfolio, ranked #139.

Prosperity Financial Group first reported a position in XAR in Q4 2022 and has held it in 15 quarters since. 618 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Prosperity Financial Group held 1,320 shares of State Street SPDR S&P Aerospace & Defense ETF worth $375K as of Q2 2026.
Prosperity Financial Group left its State Street SPDR S&P Aerospace & Defense ETF share count unchanged in Q2 2026.
State Street SPDR S&P Aerospace & Defense ETF made up 0.12% of Prosperity Financial Group's portfolio in Q2 2026, its #139 holding.
Prosperity Financial Group first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2022 and has held it in 15 quarters since.
618 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.