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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
Q3 		– Sell
-22
Closed -$6.24K – 415
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

EA
Enclave Advisors Austin, Texas $793M AUM 15.91% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
KGP
Keystone Global Partners Denver, Colorado $278M AUM 15.57% 1-Year Est. Return

Realta Investment Advisors's XAR Position: Q3 2026 in Review

Realta Investment Advisors sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q3 2026, closing a stake of 22 shares — an estimated $6.24K sold.

Realta Investment Advisors first reported a position in XAR in Q1 2019 and held it in 29 quarters. The position peaked at $1.09M in Q2 2021. 77 funds tracked by Wall St. Rank hold XAR as of Q3 2026.

  • Realta Investment Advisors reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q3 2026 after selling out during the quarter.
  • Realta Investment Advisors sold 22 State Street SPDR S&P Aerospace & Defense ETF shares in Q3 2026, an estimated $6.24K.
  • Realta Investment Advisors first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2019 and held it in 29 quarters.
  • Realta Investment Advisors's State Street SPDR S&P Aerospace & Defense ETF position peaked at $1.09M in Q2 2021.
  • 77 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q3 2026.

Based on Realta Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.