Stonebridge Financial Group (Pennsylvania)’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Stonebridge Financial Group (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	–	Sell	-1,109	Closed	-$282K	–	284
2026 Q1	$282K	Buy	+1,109	New	+$304K	0.02%	220
2025 Q3	–	Sell	-68,316	Closed	-$14.4M	–	254
2025 Q2	$14.4M	Buy	68,316 +67,956	+18,877%	+$12.3M	1.4%	19
2025 Q1	$57.8K	Sell	360 -106	-23%	-$17.8K	0.01%	359
2024 Q4	$77.3K	Buy	+466	New	+$76.9K	0.01%	325

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s XAR Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q2 2026, closing a stake of 1,109 shares — an estimated $282K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in XAR in Q4 2024 and held it in 4 quarters. The position peaked at $14.4M in Q2 2025. 536 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Stonebridge Financial Group (Pennsylvania) reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q2 2026 after selling out during the quarter.
Stonebridge Financial Group (Pennsylvania) sold 1,109 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $282K.
Stonebridge Financial Group (Pennsylvania) first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2024 and held it in 4 quarters.
Stonebridge Financial Group (Pennsylvania)'s State Street SPDR S&P Aerospace & Defense ETF position peaked at $14.4M in Q2 2025.
536 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.