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

Strategic Wealth Partners’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	$11.8K	Sell	42 -59	-58%	-$16K	﹤0.01%	887
2026 Q1	$25.6K	Hold	101	–	–	﹤0.01%	651
2025 Q4	$24.3K	Hold	101	–	–	﹤0.01%	654
2025 Q3	$23.6K	Hold	101	–	–	﹤0.01%	694
2025 Q2	$21.2K	Buy	+101	New	+$18.3K	﹤0.01%	639
2024 Q2	–	Sell	-44,463	Closed	-$6.25M	–	309
2024 Q1	$6.25M	Sell	44,463 -4,263	-9%	-$572K	0.69%	50
2023 Q4	$6.6M	Buy	+48,726	New	+$6M	0.81%	30
2019 Q1	–	Sell	-325	Closed	-$28K	–	822
2018 Q4	$28K	Hold	325	–	–	0.01%	291
2018 Q3	$32K	Sell	325 -33	-9%	-$3.12K	0.02%	274
2018 Q2	$31K	Hold	358	–	–	0.02%	315
2018 Q1	$31K	Buy	+358	New	+$31.1K	0.02%	298

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

Strategic Wealth Partners's XAR Position: Q2 2026 in Review

Strategic Wealth Partners reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 58% in Q2 2026, selling an estimated $16K and leaving 42 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #887.

Strategic Wealth Partners first reported a position in XAR in Q1 2018 and has held it in 11 quarters since. The position peaked at $6.6M in Q4 2023. 613 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Strategic Wealth Partners held 42 shares of State Street SPDR S&P Aerospace & Defense ETF worth $11.8K as of Q2 2026.
Strategic Wealth Partners sold 59 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $16K.
State Street SPDR S&P Aerospace & Defense ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #887 holding.
Strategic Wealth Partners first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2018 and has held it in 11 quarters since.
Strategic Wealth Partners's State Street SPDR S&P Aerospace & Defense ETF position peaked at $6.6M in Q4 2023.
613 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.