Schwarz Dygos Wheeler Investment Advisors’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Schwarz Dygos Wheeler Investment 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	$292K	Hold	1,030	–	–	0.06%	138
2026 Q1	$262K	Hold	1,030	–	–	0.05%	145
2025 Q4	$248K	Hold	1,030	–	–	0.05%	148
2025 Q3	$242K	Hold	1,030	–	–	0.05%	151
2025 Q2	$217K	Buy	+1,030	New	+$187K	0.05%	155

Other funds holding XAR

LPL Financial San Diego, California $445B AUM 25.58% 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

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

TFA

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

Schwarz Dygos Wheeler Investment Advisors's XAR Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors held its State Street SPDR S&P Aerospace & Defense ETF (XAR) position steady in Q2 2026 at 1,030 shares worth $292K. The position accounts for 0.06% of the portfolio, ranked #138.

Schwarz Dygos Wheeler Investment Advisors first reported a position in XAR in Q2 2025 and has held it in 5 quarters since. 412 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Schwarz Dygos Wheeler Investment Advisors held 1,030 shares of State Street SPDR S&P Aerospace & Defense ETF worth $292K as of Q2 2026.
Schwarz Dygos Wheeler Investment 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 0.06% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #138 holding.
Schwarz Dygos Wheeler Investment 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.
412 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.