Steward Partners Investment Advisory’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Steward Partners Investment Advisory’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	$8.87M	Sell	31,258 -15,147	-33%	-$4.1M	0.05%	380
2026 Q1	$11.8M	Buy	46,405 +43,365	+1,426%	+$11.9M	0.06%	295
2025 Q4	$733K	Buy	3,040 +462	+18%	+$110K	﹤0.01%	1219
2025 Q3	$606K	Buy	2,578 +158	+7%	+$34.5K	﹤0.01%	1281
2025 Q2	$511K	Sell	2,420 -1,196	-33%	-$217K	﹤0.01%	1290
2025 Q1	$581K	Buy	3,616 +498	+16%	+$83.7K	0.01%	1157
2024 Q4	$517K	Buy	3,118 +168	+6%	+$27.7K	﹤0.01%	1142
2024 Q3	$464K	Buy	2,950 +302	+11%	+$45K	﹤0.01%	1144
2024 Q2	$371K	Buy	2,648 +1,788	+208%	+$249K	﹤0.01%	1190
2024 Q1	$121K	Hold	860	–	–	﹤0.01%	1663
2023 Q4	$116K	Buy	860 +29	+3%	+$3.57K	﹤0.01%	1616
2023 Q3	$93.2K	Hold	831	–	–	﹤0.01%	1604
2023 Q2	$101K	Sell	831 -13	-2%	-$1.51K	﹤0.01%	1584
2023 Q1	$98.7K	Hold	844	–	–	﹤0.01%	1594
2022 Q4	$92.9K	Hold	844	–	–	﹤0.01%	1589
2022 Q3	$77K	Sell	844 -78	-8%	-$8.15K	﹤0.01%	1601
2022 Q2	$93K	Buy	922 +18	+2%	+$1.98K	﹤0.01%	1528
2022 Q1	$113K	Buy	904 +73	+9%	+$8.57K	﹤0.01%	1559
2021 Q4	$97K	Buy	831 +177	+27%	+$21.1K	﹤0.01%	1616
2021 Q3	$78K	Buy	654 +52	+9%	+$6.43K	﹤0.01%	1668
2021 Q2	$80K	Sell	602 -608	-50%	-$78.1K	﹤0.01%	2554
2021 Q1	$152K	Buy	1,210 +631	+109%	+$76.4K	﹤0.01%	1420
2020 Q4	$66K	Hold	579	–	–	﹤0.01%	1537
2020 Q3	$51K	Hold	579	–	–	﹤0.01%	1498
2020 Q2	$51K	Hold	579	–	–	﹤0.01%	1407
2020 Q1	$44K	Sell	579 -734	-56%	-$75.4K	﹤0.01%	1318
2019 Q4	$143K	Buy	1,313 +475	+57%	+$51.3K	﹤0.01%	989
2019 Q3	$89K	Buy	838 +385	+85%	+$40.9K	﹤0.01%	1136
2019 Q2	$47K	Buy	+453	New	+$44.2K	﹤0.01%	1366
2018 Q4	–	Sell	-1,138	Closed	-$113K	–	2186
2018 Q3	$113K	Buy	+1,138	New	+$107K	0.01%	893

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 22.9% 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 $1.73B AUM 21.46% 1-Year Est. Return

Steward Partners Investment Advisory's XAR Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 33% in Q2 2026, selling an estimated $4.1M and leaving 31,258 shares worth $8.87M. The position accounts for 0.05% of the portfolio, ranked #380.

Steward Partners Investment Advisory first reported a position in XAR in Q3 2018 and has held it in 30 quarters since. The position peaked at $11.8M in Q1 2026. 618 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Steward Partners Investment Advisory held 31,258 shares of State Street SPDR S&P Aerospace & Defense ETF worth $8.87M as of Q2 2026.
Steward Partners Investment Advisory sold 15,147 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $4.1M.
State Street SPDR S&P Aerospace & Defense ETF made up 0.05% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #380 holding.
Steward Partners Investment Advisory first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2018 and has held it in 30 quarters since.
Steward Partners Investment Advisory's State Street SPDR S&P Aerospace & Defense ETF position peaked at $11.8M in Q1 2026.
618 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.