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

Sage Mountain 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	$568	Hold	2	–	–	﹤0.01%	298
2026 Q1	$508	Hold	2	–	–	﹤0.01%	279
2025 Q4	$482	Hold	2	–	–	﹤0.01%	558
2025 Q3	$470	Hold	2	–	–	﹤0.01%	546
2025 Q2	$422	Buy	+2	New	+$363	﹤0.01%	492

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

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

Sage Mountain Advisors held its State Street SPDR S&P Aerospace & Defense ETF (XAR) position steady in Q2 2026 at 2 shares worth $568. The position accounts for ﹤0.01% of the portfolio, ranked #298.

Sage Mountain Advisors first reported a position in XAR in Q2 2025 and has held it in 5 quarters since. 614 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Sage Mountain Advisors held 2 shares of State Street SPDR S&P Aerospace & Defense ETF worth $568 as of Q2 2026.
Sage Mountain Advisors 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 ﹤0.01% of Sage Mountain Advisors's portfolio in Q2 2026, its #298 holding.
Sage Mountain Advisors first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q2 2025 and has held it in 5 quarters since.
614 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.