Sterling Investment Advisors (Pennsylvania)’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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	$607K	Hold	2,140	–	–	0.1%	133
2026 Q1	$544K	Hold	2,140	–	–	0.1%	134
2025 Q4	$516K	Hold	2,140	–	–	0.1%	139
2025 Q3	$503K	Sell	2,140 -1,100	-34%	-$240K	0.1%	134
2025 Q2	$683K	Buy	3,240 +400	+14%	+$72.5K	0.15%	114
2025 Q1	$456K	Buy	+2,840	New	+$477K	0.11%	125
2022 Q3	–	Sell	-100	Closed	-$10K	–	531
2022 Q2	$10K	Hold	100	–	–	﹤0.01%	404
2022 Q1	$12K	Hold	100	–	–	﹤0.01%	418
2021 Q4	$12K	Hold	100	–	–	﹤0.01%	423
2021 Q3	$12K	Hold	100	–	–	﹤0.01%	422
2021 Q2	$13K	Hold	100	–	–	﹤0.01%	408
2021 Q1	$13K	Hold	100	–	–	﹤0.01%	386
2020 Q4	$11K	Hold	100	–	–	﹤0.01%	359
2020 Q3	$9K	Hold	100	–	–	﹤0.01%	358
2020 Q2	$8K	Hold	100	–	–	﹤0.01%	362
2020 Q1	$7K	Hold	100	–	–	﹤0.01%	337
2019 Q4	$10K	Hold	100	–	–	﹤0.01%	339
2019 Q3	$11K	Hold	100	–	–	0.01%	340
2019 Q2	$10K	Hold	100	–	–	0.01%	352
2019 Q1	$9K	Hold	100	–	–	﹤0.01%	350
2018 Q4	$7K	Hold	100	–	–	﹤0.01%	346
2018 Q3	$10K	Buy	+100	New	+$9.44K	0.01%	363

Other funds holding XAR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Sterling Investment Advisors (Pennsylvania)'s XAR Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) held its State Street SPDR S&P Aerospace & Defense ETF (XAR) position steady in Q2 2026 at 2,140 shares worth $607K. The position accounts for 0.1% of the portfolio, ranked #133.

Sterling Investment Advisors (Pennsylvania) first reported a position in XAR in Q3 2018 and has held it in 22 quarters since. The position peaked at $683K in Q2 2025. 613 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Sterling Investment Advisors (Pennsylvania) held 2,140 shares of State Street SPDR S&P Aerospace & Defense ETF worth $607K as of Q2 2026.
Sterling Investment Advisors (Pennsylvania) left its State Street SPDR S&P Aerospace & Defense ETF share count unchanged in Q2 2026.
State Street SPDR S&P Aerospace & Defense ETF made up 0.1% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #133 holding.
Sterling Investment Advisors (Pennsylvania) first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2018 and has held it in 22 quarters since.
Sterling Investment Advisors (Pennsylvania)'s State Street SPDR S&P Aerospace & Defense ETF position peaked at $683K in Q2 2025.
613 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.