Silver Oak Securities’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Silver Oak Securities’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	$219K	Buy	+772	New	+$209K	0.01%	722
2026 Q1	–	Sell	-1,286	Closed	-$313K	–	869
2025 Q4	$313K	Buy	+1,286	New	+$306K	0.02%	615

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

Silver Oak Securities's XAR Position: Q2 2026 in Review

Silver Oak Securities opened a new position in State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q2 2026: 772 shares worth $219K. The stake represents 0.01% of the portfolio and ranks #722 among its holdings. This is a return to the name: Silver Oak Securities previously reported a position in XAR as recently as Q4 2025.

Silver Oak Securities first reported a position in XAR in Q4 2025 and has held it in 2 quarters since. The position peaked at $313K in Q4 2025. 613 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Silver Oak Securities held 772 shares of State Street SPDR S&P Aerospace & Defense ETF worth $219K as of Q2 2026.
State Street SPDR S&P Aerospace & Defense ETF was a new Silver Oak Securities position in Q2 2026.
State Street SPDR S&P Aerospace & Defense ETF made up 0.01% of Silver Oak Securities's portfolio in Q2 2026, its #722 holding.
Silver Oak Securities first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2025 and has held it in 2 quarters since.
Silver Oak Securities's State Street SPDR S&P Aerospace & Defense ETF position peaked at $313K in Q4 2025.
613 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.