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

Realta 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	$6.24K	Hold	22	–	–	﹤0.01%	337
2026 Q1	$5.59K	Hold	22	–	–	﹤0.01%	323
2025 Q4	$5.31K	Hold	22	–	–	﹤0.01%	311
2025 Q3	$5.17K	Buy	+22	New	+$4.8K	﹤0.01%	296
2025 Q2	–	Sell	-46	Closed	-$7.44K	–	343
2025 Q1	$7.44K	Sell	46 -39	-46%	-$6.56K	﹤0.01%	287
2024 Q4	$14.4K	Sell	85 -509	-86%	-$84K	0.01%	291
2024 Q3	$95.6K	Sell	594 -6,034	-91%	-$899K	0.04%	214
2024 Q2	$928K	Sell	6,628 -706	-10%	-$98.5K	0.18%	127
2024 Q1	$1.03M	Sell	7,334 -171	-2%	-$22.9K	0.21%	118
2023 Q4	$1.02M	Buy	7,505 +147	+2%	+$18.1K	0.23%	112
2023 Q3	$894K	Sell	7,358 -110	-1%	-$13.2K	0.21%	117
2023 Q2	$908K	Sell	7,468 -297	-4%	-$34.5K	0.2%	120
2023 Q1	$908K	Sell	7,765 -497	-6%	-$57.8K	0.22%	116
2022 Q4	$909K	Sell	8,262 -54	-0.6%	-$5.7K	0.22%	115
2022 Q3	$762K	Sell	8,316 -205	-2%	-$21.4K	0.2%	131
2022 Q2	$868K	Buy	8,521 +2	+0%	+$220	0.21%	113
2022 Q1	$1.06M	Buy	8,519 +118	+1%	+$13.8K	0.21%	105
2021 Q4	$979K	Sell	8,401 -372	-4%	-$44.3K	0.22%	114
2021 Q3	$1.05M	Buy	8,773 +496	+6%	+$61.3K	0.25%	97
2021 Q2	$1.09M	Buy	8,277 +422	+5%	+$54.2K	0.26%	96
2021 Q1	$986K	Buy	7,855 +500	+7%	+$60.5K	0.26%	102
2020 Q4	$844K	Buy	7,355 +340	+5%	+$34.5K	0.24%	97
2020 Q3	$613K	Sell	7,015 -52	-0.7%	-$4.61K	0.21%	117
2020 Q2	$620K	Buy	7,067 +890	+14%	+$73.7K	0.2%	122
2020 Q1	$470K	Sell	6,177 -74	-1%	-$7.61K	0.2%	143
2019 Q4	$688K	Buy	6,251 +545	+10%	+$58.9K	0.19%	137
2019 Q3	$608K	Buy	5,706 +162	+3%	+$17.2K	0.17%	145
2019 Q2	$574K	Buy	5,544 +182	+3%	+$17.8K	0.16%	153
2019 Q1	$498K	Buy	+5,362	New	+$481K	0.23%	132

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

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

Realta Investment Advisors held its State Street SPDR S&P Aerospace & Defense ETF (XAR) position steady in Q2 2026 at 22 shares worth $6.24K. The position accounts for ﹤0.01% of the portfolio, ranked #337.

Realta Investment Advisors first reported a position in XAR in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.09M in Q2 2021. 613 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Realta Investment Advisors held 22 shares of State Street SPDR S&P Aerospace & Defense ETF worth $6.24K as of Q2 2026.
Realta Investment Advisors 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 ﹤0.01% of Realta Investment Advisors's portfolio in Q2 2026, its #337 holding.
Realta Investment Advisors first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2019 and has held it in 29 quarters since.
Realta Investment Advisors's State Street SPDR S&P Aerospace & Defense ETF position peaked at $1.09M in Q2 2021.
613 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.