Sound Income Strategies’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Sound Income Strategies’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	$266K	Buy	938 +14	+2%	+$3.79K	0.01%	402
2026 Q1	$240K	Sell	924 -40	-4%	-$11K	0.01%	368
2025 Q4	$282K	Buy	+964	New	+$229K	0.01%	337
2025 Q3	–	Hold	0	–	–	–	1652
2025 Q2	–	Hold	0	–	–	–	1570
2025 Q1	–	Hold	0	–	–	–	1526
2024 Q4	–	Hold	0	–	–	–	1442
2024 Q3	–	Hold	0	–	–	–	1382
2024 Q2	–	Hold	0	–	–	–	1354
2024 Q1	–	Sell	-53	Closed	-$7.11K	–	1330
2023 Q4	$7.2K	Buy	+53	New	+$6.53K	﹤0.01%	810
2023 Q1	–	Sell	-61	Closed	-$6.71K	–	1153
2022 Q4	$6.71K	Buy	+61	New	+$6.44K	﹤0.01%	600
2020 Q1	–	Sell	-80	Closed	-$9K	–	896
2019 Q4	$9K	Buy	+80	New	+$8.64K	﹤0.01%	359

Other funds holding XAR

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

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

TFA

Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return

Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return

Warner Group Madison, Connecticut $406M AUM 46.13% 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

Sound Income Strategies's XAR Position: Q2 2026 in Review

Sound Income Strategies increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 1.5% in Q2 2026, buying an estimated $3.79K and bringing the position to 938 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #402.

Sound Income Strategies first reported a position in XAR in Q4 2019 and has held it in 6 quarters since. The position peaked at $282K in Q4 2025. 279 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Sound Income Strategies held 938 shares of State Street SPDR S&P Aerospace & Defense ETF worth $266K as of Q2 2026.
Sound Income Strategies bought 14 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $3.79K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.01% of Sound Income Strategies's portfolio in Q2 2026, its #402 holding.
Sound Income Strategies first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2019 and has held it in 6 quarters since.
Sound Income Strategies's State Street SPDR S&P Aerospace & Defense ETF position peaked at $282K in Q4 2025.
279 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.