South Shore Capital Advisors’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

South Shore Capital 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	$249K	Buy	+879	New	+$238K	0.17%	130
2026 Q1	–	Sell	-1,400	Closed	-$338K	–	168
2025 Q4	$338K	Buy	+1,400	New	+$333K	0.25%	86

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 22.9% 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

South Shore Capital Advisors's XAR Position: Q2 2026 in Review

South Shore Capital Advisors opened a new position in State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q2 2026: 879 shares worth $249K. The stake represents 0.17% of the portfolio and ranks #130 among its holdings. This is a return to the name: South Shore Capital Advisors previously reported a position in XAR as recently as Q4 2025.

South Shore Capital Advisors first reported a position in XAR in Q4 2025 and has held it in 2 quarters since. The position peaked at $338K in Q4 2025. 618 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

South Shore Capital Advisors held 879 shares of State Street SPDR S&P Aerospace & Defense ETF worth $249K as of Q2 2026.
State Street SPDR S&P Aerospace & Defense ETF was a new South Shore Capital Advisors position in Q2 2026.
State Street SPDR S&P Aerospace & Defense ETF made up 0.17% of South Shore Capital Advisors's portfolio in Q2 2026, its #130 holding.
South Shore Capital Advisors first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2025 and has held it in 2 quarters since.
South Shore Capital Advisors's State Street SPDR S&P Aerospace & Defense ETF position peaked at $338K in Q4 2025.
618 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on South Shore Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.