SPAS
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Spectrum Planning & Advisory Services’s Global X Defense Tech ETF SHLD Stock Holding History

Spectrum Planning & Advisory Services’s Portfolio SHLD Stock Details SHLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.84M Buy
47,637
+12,693
+36% +$845K 1.27% 25
2026
Q1 		$2.48M Buy
34,944
+11,247
+47% +$838K 1.23% 28
2025
Q4 		$1.54M Buy
23,697
+1,286
+6% +$84.7K 0.79% 30
2025
Q3 		$1.57M Buy
+22,411
New +$1.41M 0.89% 30

Other funds holding SHLD

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
EL
EWA LLC Pittsbugh, Pennsylvania $548M AUM 35.14% 1-Year Est. Return
SFS
Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

Spectrum Planning & Advisory Services's SHLD Position: Q2 2026 in Review

Spectrum Planning & Advisory Services increased its Global X Defense Tech ETF (SHLD) stake by 36% in Q2 2026, buying an estimated $845K and bringing the position to 47,637 shares worth $2.84M. The position accounts for 1.27% of the portfolio, ranked #25.

Spectrum Planning & Advisory Services first reported a position in SHLD in Q3 2025 and has held it in 4 quarters since. 98 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • Spectrum Planning & Advisory Services held 47,637 shares of Global X Defense Tech ETF worth $2.84M as of Q2 2026.
  • Spectrum Planning & Advisory Services bought 12,693 Global X Defense Tech ETF shares in Q2 2026, an estimated $845K.
  • Global X Defense Tech ETF made up 1.27% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #25 holding.
  • Spectrum Planning & Advisory Services first reported a position in Global X Defense Tech ETF in Q3 2025 and has held it in 4 quarters since.
  • 98 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.