Southern Capital Services’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Southern Capital Services’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	$7.76M	Buy	27,331 +2,230	+9%	+$603K	4.35%	8
2026 Q1	$6.38M	Sell	25,101 -3,135	-11%	-$859K	4.1%	9
2025 Q4	$6.81M	Buy	+28,236	New	+$6.71M	4.29%	9

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

Southern Capital Services's XAR Position: Q2 2026 in Review

Southern Capital Services increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 8.9% in Q2 2026, buying an estimated $603K and bringing the position to 27,331 shares worth $7.76M. The position accounts for 4.35% of the portfolio, ranked #8.

Southern Capital Services first reported a position in XAR in Q4 2025 and has held it in 3 quarters since. 613 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Southern Capital Services held 27,331 shares of State Street SPDR S&P Aerospace & Defense ETF worth $7.76M as of Q2 2026.
Southern Capital Services bought 2,230 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $603K.
State Street SPDR S&P Aerospace & Defense ETF made up 4.35% of Southern Capital Services's portfolio in Q2 2026, its #8 holding.
Southern Capital Services first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2025 and has held it in 3 quarters since.
613 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Southern Capital Services's 13F filing for Q2 2026, filed 23 Jul 2026.