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

SeaCrest Wealth Management’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 		$2.36M Sell
8,325
-3,823
-31% -$1.03M 0.26% 70
2026
Q1 		$3.09M Sell
12,148
-1,678
-12% -$460K 0.33% 55
2025
Q4 		$3.63M Buy
13,826
+122
+0.9% +$29K 0.37% 47
2025
Q3 		$3.42M Sell
13,704
-1,403
-9% -$306K 0.36% 48
2025
Q2 		$3.19M Sell
15,107
-1,127
-7% -$204K 0.35% 54
2025
Q1 		$2.61M Buy
16,234
+138
+0.9% +$23.2K 0.3% 56
2024
Q4 		$2.67M Sell
16,096
-1,035
-6% -$171K 0.28% 54
2024
Q3 		$2.7M Buy
17,131
+2,478
+17% +$369K 0.29% 57
2024
Q2 		$2.05M Sell
14,653
-449
-3% -$62.6K 0.23% 75
2024
Q1 		$2.12M Buy
15,102
+479
+3% +$64.3K 0.26% 66
2023
Q4 		$1.91M Sell
14,623
-449
-3% -$55.3K 0.24% 83
2023
Q3 		$1.69M Sell
15,072
-248
-2% -$29.7K 0.22% 90
2023
Q2 		$1.86M Buy
15,320
+1,464
+11% +$170K 0.24% 86
2023
Q1 		$1.62M Buy
13,856
+173
+1% +$20.1K 0.22% 88
2022
Q4 		$1.51M Buy
+13,683
New +$1.44M 0.22% 97
2022
Q3 		– Sell
-1,944
Closed -$196K – 1545
2022
Q2 		$196K Buy
1,944
+200
+11% +$22K 0.02% 613
2022
Q1 		$217K Sell
1,744
-125
-7% -$14.7K 0.02% 631
2021
Q4 		$218K Hold
1,869
– – 0.02% 618
2021
Q3 		$223K Hold
1,869
– – 0.03% 593
2021
Q2 		$247K Sell
1,869
-149
-7% -$19.1K 0.03% 566
2021
Q1 		$253K Buy
2,018
+1
+0% +$121 0.03% 519
2020
Q4 		$231K Sell
2,017
-288
-12% -$29.2K 0.03% 523
2020
Q3 		$201K Sell
2,305
-740
-24% -$65.7K 0.03% 516
2020
Q2 		$267K Sell
3,045
-2,221
-42% -$184K 0.05% 432
2020
Q1 		$401K Sell
5,266
-1,627
-24% -$167K 0.09% 254
2019
Q4 		$752K Buy
6,893
+412
+6% +$44.5K 0.13% 188
2019
Q3 		$692K Buy
6,481
+1,763
+37% +$187K 0.13% 196
2019
Q2 		$490K Hold
4,718
– – 0.1% 244
2019
Q1 		$433K Sell
4,718
-200
-4% -$17.9K 0.07% 271
2018
Q4 		$388K Sell
4,918
-417
-8% -$36.7K 0.08% 258
2018
Q3 		$531K Buy
5,335
+1,041
+24% +$98.3K 0.09% 246
2018
Q2 		$374K Hold
4,294
– – 0.07% 321
2018
Q1 		$373K Sell
4,294
-59
-1% -$5.12K 0.07% 315
2017
Q4 		$364K Buy
+4,353
New +$356K 0.07% 322

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

SeaCrest Wealth Management's XAR Position: Q2 2026 in Review

SeaCrest Wealth Management reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 31% in Q2 2026, selling an estimated $1.03M and leaving 8,325 shares worth $2.36M. The position accounts for 0.26% of the portfolio, ranked #70.

SeaCrest Wealth Management first reported a position in XAR in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.63M in Q4 2025. 95 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

  • SeaCrest Wealth Management held 8,325 shares of State Street SPDR S&P Aerospace & Defense ETF worth $2.36M as of Q2 2026.
  • SeaCrest Wealth Management sold 3,823 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $1.03M.
  • State Street SPDR S&P Aerospace & Defense ETF made up 0.26% of SeaCrest Wealth Management's portfolio in Q2 2026, its #70 holding.
  • SeaCrest Wealth Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2017 and has held it in 34 quarters since.
  • SeaCrest Wealth Management's State Street SPDR S&P Aerospace & Defense ETF position peaked at $3.63M in Q4 2025.
  • 95 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

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