Retirement Planning Group (Kansas)’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Retirement Planning Group (Kansas)’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	$3.16M	Buy	11,137 +310	+3%	+$83.8K	0.08%	111
2026 Q1	$2.75M	Buy	10,827 +2,313	+27%	+$633K	0.09%	105
2025 Q4	$2.05M	Sell	8,514 -513	-6%	-$122K	0.07%	113
2025 Q3	$2.12M	Sell	9,027 -546	-6%	-$119K	0.07%	109
2025 Q2	$2.02M	Sell	9,573 -867	-8%	-$157K	0.09%	87
2025 Q1	$1.68M	Sell	10,440 -2,232	-18%	-$375K	0.08%	95
2024 Q4	$2.1M	Sell	12,672 -10,315	-45%	-$1.7M	0.11%	76
2024 Q3	$3.62M	Sell	22,987 -16,722	-42%	-$2.49M	0.2%	56
2024 Q2	$5.56M	Buy	+39,709	New	+$5.54M	0.35%	33

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

Retirement Planning Group (Kansas)'s XAR Position: Q2 2026 in Review

Retirement Planning Group (Kansas) increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 2.9% in Q2 2026, buying an estimated $83.8K and bringing the position to 11,137 shares worth $3.16M. The position accounts for 0.08% of the portfolio, ranked #111.

Retirement Planning Group (Kansas) first reported a position in XAR in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.56M in Q2 2024. 616 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Retirement Planning Group (Kansas) held 11,137 shares of State Street SPDR S&P Aerospace & Defense ETF worth $3.16M as of Q2 2026.
Retirement Planning Group (Kansas) bought 310 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $83.8K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.08% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #111 holding.
Retirement Planning Group (Kansas) first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q2 2024 and has held it in 9 quarters since.
Retirement Planning Group (Kansas)'s State Street SPDR S&P Aerospace & Defense ETF position peaked at $5.56M in Q2 2024.
616 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.