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

Sage Capital 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	$497K	Sell	1,750 -250	-13%	-$67.6K	0.1%	105
2026 Q1	$508K	Hold	2,000	–	–	0.12%	95
2025 Q4	$482K	Hold	2,000	–	–	0.11%	97
2025 Q3	$470K	Hold	2,000	–	–	0.11%	98
2025 Q2	$422K	Hold	2,000	–	–	0.1%	101
2025 Q1	$321K	Hold	2,000	–	–	0.08%	113
2024 Q4	$332K	Hold	2,000	–	–	0.09%	117
2024 Q3	$315K	Hold	2,000	–	–	0.08%	119
2024 Q2	$280K	Hold	2,000	–	–	0.08%	122
2024 Q1	$281K	Hold	2,000	–	–	0.08%	119
2023 Q4	$271K	Hold	2,000	–	–	0.09%	113
2023 Q3	$224K	Hold	2,000	–	–	0.08%	121
2023 Q2	$243K	Hold	2,000	–	–	0.09%	119
2023 Q1	$234K	Hold	2,000	–	–	0.09%	121
2022 Q4	$220K	Buy	+2,000	New	+$211K	0.1%	120

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

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

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Sage Capital Advisors's XAR Position: Q2 2026 in Review

Sage Capital Advisors reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 13% in Q2 2026, selling an estimated $67.6K and leaving 1,750 shares worth $497K. The position accounts for 0.1% of the portfolio, ranked #105.

Sage Capital Advisors first reported a position in XAR in Q4 2022 and has held it in 15 quarters since. The position peaked at $508K in Q1 2026. 103 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Sage Capital Advisors held 1,750 shares of State Street SPDR S&P Aerospace & Defense ETF worth $497K as of Q2 2026.
Sage Capital Advisors sold 250 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $67.6K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.1% of Sage Capital Advisors's portfolio in Q2 2026, its #105 holding.
Sage Capital Advisors first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2022 and has held it in 15 quarters since.
Sage Capital Advisors's State Street SPDR S&P Aerospace & Defense ETF position peaked at $508K in Q1 2026.
103 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Sage Capital Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.