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Spire Wealth Management’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Spire Wealth Management’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 		$1.14M Buy
4,030
+489
+14% +$132K 0.03% 359
2026
Q1 		$899K Buy
3,541
+709
+25% +$194K 0.03% 403
2025
Q4 		$683K Sell
2,832
-169
-6% -$40.2K 0.02% 472
2025
Q3 		$705K Buy
3,001
+100
+3% +$21.8K 0.02% 448
2025
Q2 		$612K Sell
2,901
-523
-15% -$94.8K 0.02% 465
2025
Q1 		$550K Sell
3,424
-1,745
-34% -$293K 0.02% 543
2024
Q4 		$857K Sell
5,169
-49
-0.9% -$8.09K 0.03% 427
2024
Q3 		$821K Sell
5,218
-437
-8% -$65.1K 0.03% 416
2024
Q2 		$792K Buy
5,655
+1,330
+31% +$186K 0.03% 393
2024
Q1 		$608K Buy
4,325
+3,316
+329% +$445K 0.01% 476
2023
Q4 		$131K Buy
1,009
+477
+90% +$58.7K ﹤0.01% 919
2023
Q3 		$59.7K Sell
532
-210
-28% -$25.1K ﹤0.01% 1108
2023
Q2 		$90.2K Hold
742
– – ﹤0.01% 1001
2023
Q1 		$86.7K Sell
742
-429
-37% -$49.9K ﹤0.01% 1005
2022
Q4 		$129K Buy
1,171
+63
+6% +$6.65K 0.01% 661
2022
Q3 		$102K Sell
1,108
-697
-39% -$72.8K 0.01% 705
2022
Q2 		$182K Buy
1,805
+189
+12% +$20.8K 0.01% 803
2022
Q1 		$202K Buy
1,616
+455
+39% +$53.4K 0.01% 897
2021
Q4 		$135K Buy
1,161
+1
+0.1% +$119 ﹤0.01% 1281
2021
Q3 		$138K Sell
1,160
-519
-31% -$64.2K ﹤0.01% 1071
2021
Q2 		$222K Buy
1,679
+1
+0.1% +$128 0.01% 903
2021
Q1 		$179K Buy
+1,678
New +$203K ﹤0.01% 1121

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

Spire Wealth Management's XAR Position: Q2 2026 in Review

Spire Wealth Management increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 14% in Q2 2026, buying an estimated $132K and bringing the position to 4,030 shares worth $1.14M. The position accounts for 0.03% of the portfolio, ranked #359.

Spire Wealth Management first reported a position in XAR in Q1 2021 and has held it in 22 quarters since. 95 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

  • Spire Wealth Management held 4,030 shares of State Street SPDR S&P Aerospace & Defense ETF worth $1.14M as of Q2 2026.
  • Spire Wealth Management bought 489 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $132K.
  • State Street SPDR S&P Aerospace & Defense ETF made up 0.03% of Spire Wealth Management's portfolio in Q2 2026, its #359 holding.
  • Spire Wealth Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2021 and has held it in 22 quarters since.
  • 95 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.