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Spinnaker Investment Group’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Spinnaker Investment 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
Q2 		$3.2M Buy
11,274
+734
+7% +$198K 0.51% 24
2026
Q1 		$2.68M Buy
10,540
+267
+3% +$73.1K 0.55% 19
2025
Q4 		$2.48M Buy
10,273
+323
+3% +$76.8K 0.45% 21
2025
Q3 		$2.34M Buy
9,950
+4,418
+80% +$964K 0.44% 19
2025
Q2 		$1.17M Buy
5,532
+321
+6% +$58.2K 0.27% 27
2025
Q1 		$837K Buy
5,211
+289
+6% +$48.6K 0.19% 42
2024
Q4 		$816K Buy
4,922
+1,613
+49% +$266K 0.2% 38
2024
Q3 		$521K Buy
3,309
+225
+7% +$33.5K 0.13% 53
2024
Q2 		$432K Buy
3,084
+366
+13% +$51.1K 0.12% 59
2024
Q1 		$382K Buy
+2,718
New +$365K 0.11% 60

Other funds holding XAR

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Spinnaker Investment Group's XAR Position: Q2 2026 in Review

Spinnaker Investment Group increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 7% in Q2 2026, buying an estimated $198K and bringing the position to 11,274 shares worth $3.2M. The position accounts for 0.51% of the portfolio, ranked #24.

Spinnaker Investment Group first reported a position in XAR in Q1 2024 and has held it in 10 quarters since. 95 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

  • Spinnaker Investment Group held 11,274 shares of State Street SPDR S&P Aerospace & Defense ETF worth $3.2M as of Q2 2026.
  • Spinnaker Investment Group bought 734 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $198K.
  • State Street SPDR S&P Aerospace & Defense ETF made up 0.51% of Spinnaker Investment Group's portfolio in Q2 2026, its #24 holding.
  • Spinnaker Investment Group first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2024 and has held it in 10 quarters since.
  • 95 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Spinnaker Investment Group's 13F filing for Q2 2026, filed 10 Jul 2026.