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

Root Financial Partners’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	$453K	Buy	1,597 +62	+4%	+$16.8K	0.02%	211
2026 Q1	$390K	Sell	1,535 -96	-6%	-$26.3K	0.02%	199
2025 Q4	$394K	Hold	1,631	–	–	0.02%	193
2025 Q3	$383K	Hold	1,631	–	–	0.02%	180
2025 Q2	$344K	Hold	1,631	–	–	0.03%	169
2025 Q1	$262K	Buy	1,631 +96	+6%	+$16.1K	0.03%	171
2024 Q4	$255K	Hold	1,535	–	–	0.03%	174
2024 Q3	$242K	Hold	1,535	–	–	0.04%	137
2024 Q2	$215K	Hold	1,535	–	–	0.05%	109
2024 Q1	$216K	Hold	1,535	–	–	0.06%	90
2023 Q4	$208K	Buy	+1,535	New	+$189K	0.08%	75

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

Root Financial Partners's XAR Position: Q2 2026 in Review

Root Financial Partners increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 4% in Q2 2026, buying an estimated $16.8K and bringing the position to 1,597 shares worth $453K. The position accounts for 0.02% of the portfolio, ranked #211.

Root Financial Partners first reported a position in XAR in Q4 2023 and has held it in 11 quarters since. 614 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Root Financial Partners held 1,597 shares of State Street SPDR S&P Aerospace & Defense ETF worth $453K as of Q2 2026.
Root Financial Partners bought 62 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $16.8K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.02% of Root Financial Partners's portfolio in Q2 2026, its #211 holding.
Root Financial Partners first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2023 and has held it in 11 quarters since.
614 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.