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

Sound View Wealth Advisors Group’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	$239K	Sell	843 -207	-20%	-$56K	0.01%	403
2026 Q1	$267K	Buy	1,050 +100	+11%	+$27.4K	0.02%	362
2025 Q4	$229K	Buy	+950	New	+$226K	0.02%	390

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

Sound View Wealth Advisors Group's XAR Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 20% in Q2 2026, selling an estimated $56K and leaving 843 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #403.

Sound View Wealth Advisors Group first reported a position in XAR in Q4 2025 and has held it in 3 quarters since. The position peaked at $267K in Q1 2026. 614 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Sound View Wealth Advisors Group held 843 shares of State Street SPDR S&P Aerospace & Defense ETF worth $239K as of Q2 2026.
Sound View Wealth Advisors Group sold 207 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $56K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.01% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #403 holding.
Sound View Wealth Advisors Group first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2025 and has held it in 3 quarters since.
Sound View Wealth Advisors Group's State Street SPDR S&P Aerospace & Defense ETF position peaked at $267K in Q1 2026.
614 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.