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

Sax Wealth 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 		– Sell
-2,341
Closed -$565K – 559
2026
Q1 		$565K Hold
2,341
– – 0.03% 272
2025
Q4 		$565K Buy
2,341
+1,269
+118% +$302K 0.03% 279
2025
Q3 		$252K Buy
+1,072
New +$234K 0.01% 384

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
EA
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
CA
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

Sax Wealth Advisors's XAR Position: Q2 2026 in Review

Sax Wealth Advisors sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q2 2026, closing a stake of 2,341 shares — an estimated $565K sold.

Sax Wealth Advisors first reported a position in XAR in Q3 2025 and held it in 3 quarters. The position peaked at $565K in Q1 2026. 113 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

  • Sax Wealth Advisors reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q2 2026 after selling out during the quarter.
  • Sax Wealth Advisors sold 2,341 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $565K.
  • Sax Wealth Advisors first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2025 and held it in 3 quarters.
  • Sax Wealth Advisors's State Street SPDR S&P Aerospace & Defense ETF position peaked at $565K in Q1 2026.
  • 113 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

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