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

Sowell Financial 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 		$779K Buy
2,746
+56
+2% +$15.1K 0.03% 524
2026
Q1 		$683K Buy
2,690
+158
+6% +$43.3K 0.03% 538
2025
Q4 		$611K Sell
2,532
-12,302
-83% -$2.92M 0.02% 584
2025
Q3 		$3.49M Buy
14,834
+11,864
+399% +$2.59M 0.13% 162
2025
Q2 		$626K Sell
2,970
-16
-0.5% -$2.9K 0.03% 548
2025
Q1 		$480K Buy
+2,986
New +$502K 0.02% 599
2024
Q4 		– Sell
-11,041
Closed -$1.74M – 618
2024
Q3 		$1.74M Sell
11,041
-131
-1% -$19.5K 0.08% 260
2024
Q2 		$1.56M Sell
11,172
-9,807
-47% -$1.37M 0.07% 265
2024
Q1 		$2.95M Buy
20,979
+5,062
+32% +$679K 0.14% 166
2023
Q4 		$2.15M Buy
+15,917
New +$1.96M 0.12% 194
2023
Q2 		– Sell
-2,662
Closed -$311K – 845
2023
Q1 		$311K Sell
2,662
-15,621
-85% -$1.82M 0.02% 547
2022
Q4 		$2.01M Buy
+18,283
New +$1.93M 0.13% 188
2021
Q2 		– Sell
-1,372
Closed -$172K – 2765
2021
Q1 		$172K Buy
1,372
+557
+68% +$67.4K 0.01% 1132
2020
Q4 		$94K Sell
815
-656
-45% -$66.5K ﹤0.01% 1176
2020
Q3 		$128K Sell
1,471
-500
-25% -$44.4K 0.01% 891
2020
Q2 		$173K Sell
1,971
-778
-28% -$64.5K 0.01% 774
2020
Q1 		$209K Sell
2,749
-1,745
-39% -$179K 0.02% 640
2019
Q4 		$490K Sell
4,494
-11,832
-72% -$1.28M 0.04% 454
2019
Q3 		$1.74M Buy
+16,326
New +$1.73M 0.14% 148

Other funds holding XAR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Commonwealth Equity Services
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

Sowell Financial Services's XAR Position: Q2 2026 in Review

Sowell Financial Services increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 2.1% in Q2 2026, buying an estimated $15.1K and bringing the position to 2,746 shares worth $779K. The position accounts for 0.03% of the portfolio, ranked #524.

Sowell Financial Services first reported a position in XAR in Q3 2019 and has held it in 19 quarters since. The position peaked at $3.49M in Q3 2025. 618 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

  • Sowell Financial Services held 2,746 shares of State Street SPDR S&P Aerospace & Defense ETF worth $779K as of Q2 2026.
  • Sowell Financial Services bought 56 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $15.1K.
  • State Street SPDR S&P Aerospace & Defense ETF made up 0.03% of Sowell Financial Services's portfolio in Q2 2026, its #524 holding.
  • Sowell Financial Services first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2019 and has held it in 19 quarters since.
  • Sowell Financial Services's State Street SPDR S&P Aerospace & Defense ETF position peaked at $3.49M in Q3 2025.
  • 618 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.