Simplex Trading
XAR icon

Simplex Trading’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Simplex Trading’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 		$377K Buy
1,329
+342
+35% +$92.5K ﹤0.01% 3964
2026
Q1 		$251K Buy
+987
New +$270K ﹤0.01% 4032
2024
Q4 		– Sell
-5
Closed – – 9780
2024
Q3 		$0 Buy
+5
New +$745 ﹤0.01% 9728
2023
Q4 		– Sell
-80
Closed -$8K – 9976
2023
Q3 		$8K Buy
+80
New +$9.57K ﹤0.01% 7375
2023
Q2 		– Sell
-100
Closed -$11K – 10092
2023
Q1 		$11K Buy
100
+66
+194% +$7.67K ﹤0.01% 7494
2022
Q4 		$3K Sell
34
-234
-87% -$24.7K ﹤0.01% 8447
2022
Q3 		$24K Hold
268
– – ﹤0.01% 7342
2022
Q2 		$26K Buy
+268
New +$29.5K ﹤0.01% 7312
2022
Q1 		– Sell
-91
Closed -$10K – 11527
2021
Q4 		$10K Sell
91
-433
-83% -$51.5K ﹤0.01% 9065
2021
Q3 		$69K Hold
524
– – ﹤0.01% 7106
2021
Q2 		$69K Buy
524
+424
+424% +$54.5K ﹤0.01% 7239
2021
Q1 		$12K Buy
+100
New +$12.1K ﹤0.01% 7814
2020
Q4 		– Sell
-340
Closed -$29K – 9187
2020
Q3 		$29K Sell
340
-749
-69% -$66.5K ﹤0.01% 6112
2020
Q2 		$95K Buy
1,089
+929
+581% +$77K ﹤0.01% 4835
2020
Q1 		$12K Buy
+160
New +$16.4K ﹤0.01% 6366
2019
Q3 		– Sell
-41
Closed -$4K – 7979
2019
Q2 		$4K Buy
+41
New +$4K ﹤0.01% 6570
2017
Q2 		– Sell
-350
Closed -$23K – 6888
2017
Q1 		$23K Buy
+350
New +$23.2K ﹤0.01% 3116

Other funds holding XAR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
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

Simplex Trading's XAR Position: Q2 2026 in Review

Simplex Trading increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 35% in Q2 2026, buying an estimated $92.5K and bringing the position to 1,329 shares worth $377K. The position accounts for ﹤0.01% of the portfolio, ranked #3964.

Simplex Trading first reported a position in XAR in Q1 2017 and has held it in 17 quarters since. 613 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

  • Simplex Trading held 1,329 shares of State Street SPDR S&P Aerospace & Defense ETF worth $377K as of Q2 2026.
  • Simplex Trading bought 342 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $92.5K.
  • State Street SPDR S&P Aerospace & Defense ETF made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #3964 holding.
  • Simplex Trading first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2017 and has held it in 17 quarters since.
  • 613 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.