Spectrum Wealth Advisory Group’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Spectrum Wealth Advisory 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 Q3	$467K	Buy	2,018 +147	+8%	+$38.8K	0.13%	50
2026 Q2	$531K	Buy	1,871 +40	+2%	+$10.8K	0.15%	49
2026 Q1	$465K	Buy	1,831 +1	+0.1%	+$274	0.17%	46
2025 Q4	$442K	Sell	1,830 -25	-1%	-$5.94K	0.16%	44
2025 Q3	$436K	Hold	1,855	–	–	0.18%	46
2025 Q2	$391K	Sell	1,855 -11	-0.6%	-$1.99K	0.18%	44
2025 Q1	$300K	Hold	1,866	–	–	0.14%	45
2024 Q4	$309K	Sell	1,866 -84	-4%	-$13.9K	0.15%	45
2024 Q3	$307K	Sell	1,950 -20	-1%	-$2.98K	0.17%	38
2024 Q2	$276K	Buy	1,970 +1	+0.1%	+$140	0.29%	28
2024 Q1	$277K	Hold	1,969	–	–	0.32%	27
2023 Q4	$267K	Sell	1,969 -199	-9%	-$24.5K	0.33%	27
2023 Q3	$243K	Sell	2,168 -50	-2%	-$5.98K	0.34%	26
2023 Q2	$270K	Sell	2,218 -1,598	-42%	-$186K	0.36%	27
2023 Q1	$446K	Sell	3,816 -43	-1%	-$5K	0.6%	22
2022 Q4	$425K	Sell	3,859 -198	-5%	-$20.9K	0.59%	20
2022 Q3	$372K	Sell	4,057 -562	-12%	-$58.7K	0.47%	25
2022 Q2	$465K	Sell	4,619 -864	-16%	-$95.2K	0.52%	25
2022 Q1	$684K	Sell	5,483 -2,266	-29%	-$266K	0.66%	24
2021 Q4	$902K	Sell	7,749 -218	-3%	-$25.9K	0.8%	24
2021 Q3	$950K	Sell	7,967 -606	-7%	-$74.9K	0.94%	21
2021 Q2	$1.13M	Sell	8,573 -290	-3%	-$37.3K	1.11%	21
2021 Q1	$1.11M	Sell	8,863 -19,667	-69%	-$2.38M	1.06%	20
2020 Q4	$3.27M	Sell	28,530 -31,407	-52%	-$3.18M	3.7%	8
2020 Q3	$5.21M	Buy	59,937 +30,363	+103%	+$2.69M	3.34%	8
2020 Q2	$2.59M	Buy	29,574 +20,626	+231%	+$1.71M	3.66%	7
2020 Q1	$684K	Sell	8,948 -825	-8%	-$84.8K	1.48%	16
2019 Q4	$1.07M	Sell	9,773 -137	-1%	-$14.8K	1.91%	16
2019 Q3	$1.06M	Sell	9,910 -4,602	-32%	-$489K	2.1%	16
2019 Q2	$1.5M	Sell	14,512 -27,317	-65%	-$2.67M	3.07%	12
2019 Q1	$3.84M	Buy	+41,829	New	+$3.75M	6%	5

Other funds holding XAR

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Spectrum Wealth Advisory Group's XAR Position: Q3 2026 in Review

Spectrum Wealth Advisory Group increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 7.9% in Q3 2026, buying an estimated $38.8K and bringing the position to 2,018 shares worth $467K. The position accounts for 0.13% of the portfolio, ranked #50.

Spectrum Wealth Advisory Group first reported a position in XAR in Q1 2019 and has held it in 31 quarters since. The position peaked at $5.21M in Q3 2020. 545 funds tracked by Wall St. Rank hold XAR as of Q3 2026.

Spectrum Wealth Advisory Group held 2,018 shares of State Street SPDR S&P Aerospace & Defense ETF worth $467K as of Q3 2026.
Spectrum Wealth Advisory Group bought 147 State Street SPDR S&P Aerospace & Defense ETF shares in Q3 2026, an estimated $38.8K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.13% of Spectrum Wealth Advisory Group's portfolio in Q3 2026, its #50 holding.
Spectrum Wealth Advisory Group first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2019 and has held it in 31 quarters since.
Spectrum Wealth Advisory Group's State Street SPDR S&P Aerospace & Defense ETF position peaked at $5.21M in Q3 2020.
545 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q3 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q3 2026, filed 29 Oct 2026.