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

SOA Wealth 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	$594K	Buy	2,094 +1	+0%	+$270	0.1%	117
2026 Q1	$532K	Hold	2,093	–	–	0.1%	114
2025 Q4	$505K	Buy	2,093 +1	+0%	+$238	0.09%	124
2025 Q3	$491K	Buy	2,092 +5	+0.2%	+$1.09K	0.08%	126
2025 Q2	$440K	Buy	2,087 +2	+0.1%	+$363	0.08%	129
2025 Q1	$335K	Buy	2,085 +2	+0.1%	+$336	0.07%	138
2024 Q4	$345K	Buy	2,083 +7	+0.3%	+$1.16K	0.06%	140
2024 Q3	$327K	Buy	2,076 +3	+0.1%	+$447	0.06%	137
2024 Q2	$290K	Buy	2,073 +2	+0.1%	+$279	0.06%	142
2024 Q1	$291K	Buy	2,071 +2	+0.1%	+$268	0.06%	146
2023 Q4	$280K	Buy	2,069 +6	+0.3%	+$739	0.06%	143
2023 Q3	$231K	Buy	2,063 +2	+0.1%	+$239	0.06%	152
2023 Q2	$250K	Buy	2,061 +2	+0.1%	+$232	0.06%	144
2023 Q1	$241K	Buy	2,059 +6	+0.3%	+$698	0.06%	136
2022 Q4	$226K	Buy	2,053 +81	+4%	+$8.55K	0.06%	140
2022 Q3	$180K	Buy	1,972 +1,188	+152%	+$124K	0.05%	152
2022 Q2	$78K	Buy	+784	New	+$86.4K	0.02%	224

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

SOA Wealth Advisors's XAR Position: Q2 2026 in Review

SOA Wealth Advisors increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 0.05% in Q2 2026, buying an estimated $270 and bringing the position to 2,094 shares worth $594K. The position accounts for 0.1% of the portfolio, ranked #117.

SOA Wealth Advisors first reported a position in XAR in Q2 2022 and has held it in 17 quarters since. 614 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

SOA Wealth Advisors held 2,094 shares of State Street SPDR S&P Aerospace & Defense ETF worth $594K as of Q2 2026.
SOA Wealth Advisors bought 1 State Street SPDR S&P Aerospace & Defense ETF share in Q2 2026, an estimated $270.
State Street SPDR S&P Aerospace & Defense ETF made up 0.1% of SOA Wealth Advisors's portfolio in Q2 2026, its #117 holding.
SOA Wealth Advisors first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q2 2022 and has held it in 17 quarters since.
614 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.