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

Sequoia Financial 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	$1.73M	Sell	6,091 -76	-1%	-$20.6K	0.01%	692
2026 Q1	$1.57M	Sell	6,167 -347	-5%	-$95K	0.01%	697
2025 Q4	$1.57M	Buy	6,514 +676	+12%	+$161K	0.01%	675
2025 Q3	$1.37M	Buy	5,838 +101	+2%	+$22K	0.01%	653
2025 Q2	$1.21M	Sell	5,737 -99	-2%	-$17.9K	0.01%	622
2025 Q1	$938K	Buy	5,836 +4,342	+291%	+$730K	0.01%	641
2024 Q4	$248K	Buy	1,494 +4	+0.3%	+$660	﹤0.01%	1113
2024 Q3	$234K	Buy	1,490 +1	+0.1%	+$149	﹤0.01%	1098
2024 Q2	$208K	Buy	1,489 +2	+0.1%	+$279	﹤0.01%	1088
2024 Q1	$209K	Buy	1,487 +1	+0.1%	+$134	﹤0.01%	1042
2023 Q4	$201K	Buy	+1,486	New	+$183K	﹤0.01%	1107
2022 Q2	–	Sell	-5,079	Closed	-$633K	–	692
2022 Q1	$633K	Buy	5,079 +44	+0.9%	+$5.16K	0.02%	312
2021 Q4	$586K	Buy	+5,035	New	+$599K	0.02%	302
2021 Q3	–	Sell	-5,035	Closed	-$666K	–	467
2021 Q2	$666K	Hold	5,035	–	–	0.02%	240
2021 Q1	$632K	Hold	5,035	–	–	0.03%	228
2020 Q4	$578K	Sell	5,035 -1	-0%	-$101	0.03%	233
2020 Q3	$440K	Buy	5,036 +11	+0.2%	+$976	0.02%	241
2020 Q2	$441K	Sell	5,025 -194	-4%	-$16.1K	0.03%	233
2020 Q1	$397K	Buy	5,219 +30	+0.6%	+$3.08K	0.03%	223
2019 Q4	$566K	Buy	5,189 +6	+0.1%	+$648	0.04%	205
2019 Q3	$554K	Buy	5,183 +919	+22%	+$97.6K	0.04%	188
2019 Q2	$443K	Buy	4,264 +5	+0.1%	+$488	0.03%	215
2019 Q1	$391K	Buy	4,259 +1,008	+31%	+$90.4K	0.03%	228
2018 Q4	$257K	Buy	3,251 +506	+18%	+$44.5K	0.03%	239
2018 Q3	$273K	Buy	2,745 +16	+0.6%	+$1.51K	0.03%	246
2018 Q2	$238K	Buy	2,729 +3	+0.1%	+$264	0.03%	269
2018 Q1	$237K	Buy	+2,726	New	+$237K	0.02%	257

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

Sequoia Financial Advisors's XAR Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 1.2% in Q2 2026, selling an estimated $20.6K and leaving 6,091 shares worth $1.73M. The position accounts for 0.01% of the portfolio, ranked #692.

Sequoia Financial Advisors first reported a position in XAR in Q1 2018 and has held it in 27 quarters since. 613 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Sequoia Financial Advisors held 6,091 shares of State Street SPDR S&P Aerospace & Defense ETF worth $1.73M as of Q2 2026.
Sequoia Financial Advisors sold 76 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $20.6K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #692 holding.
Sequoia Financial Advisors first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2018 and has held it in 27 quarters since.
613 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.