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

Savvy Advisors Inc’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	$474K	Sell	1,670 -40	-2%	-$10.8K	0.01%	800
2026 Q1	$434K	Buy	1,710 +389	+29%	+$107K	0.01%	721
2025 Q4	$319K	Buy	1,321 +18	+1%	+$4.28K	0.01%	748
2025 Q3	$306K	Buy	1,303 +300	+30%	+$65.5K	0.01%	612
2025 Q2	$212K	Buy	+1,003	New	+$182K	0.01%	592

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 22.9% 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

Savvy Advisors Inc's XAR Position: Q2 2026 in Review

Savvy Advisors Inc reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 2.3% in Q2 2026, selling an estimated $10.8K and leaving 1,670 shares worth $474K. The position accounts for 0.01% of the portfolio, ranked #800.

Savvy Advisors Inc first reported a position in XAR in Q2 2025 and has held it in 5 quarters since. 618 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Savvy Advisors Inc held 1,670 shares of State Street SPDR S&P Aerospace & Defense ETF worth $474K as of Q2 2026.
Savvy Advisors Inc sold 40 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $10.8K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #800 holding.
Savvy Advisors Inc first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q2 2025 and has held it in 5 quarters since.
618 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.