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

Roxbury Financial’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	$72.6K	Hold	256	–	–	0.06%	173
2026 Q1	$64.9K	Sell	256 -39	-13%	-$10.7K	0.06%	167
2025 Q4	$71.1K	Hold	295	–	–	0.06%	158
2025 Q3	$69.2K	Buy	295 +1	+0.3%	+$218	0.06%	153
2025 Q2	$62K	Buy	294 +114	+63%	+$20.7K	0.06%	154
2025 Q1	$29.9K	Buy	+180	New	+$30.3K	0.03%	203

Other funds holding XAR

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

TFA

Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return

WAS

WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FCA

FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Roxbury Financial's XAR Position: Q2 2026 in Review

Roxbury Financial held its State Street SPDR S&P Aerospace & Defense ETF (XAR) position steady in Q2 2026 at 256 shares worth $72.6K. The position accounts for 0.06% of the portfolio, ranked #173.

Roxbury Financial first reported a position in XAR in Q1 2025 and has held it in 6 quarters since. 113 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Roxbury Financial held 256 shares of State Street SPDR S&P Aerospace & Defense ETF worth $72.6K as of Q2 2026.
Roxbury Financial 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 0.06% of Roxbury Financial's portfolio in Q2 2026, its #173 holding.
Roxbury Financial first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2025 and has held it in 6 quarters since.
113 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.