Summit Financial’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Summit Financial’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	$2.92M	Buy	10,298 +684	+7%	+$185K	0.03%	510
2026 Q1	$2.44M	Buy	9,614 +486	+5%	+$133K	0.03%	520
2025 Q4	$2.2M	Buy	9,128 +426	+5%	+$101K	0.03%	471
2025 Q3	$2.04M	Buy	8,702 +1,152	+15%	+$251K	0.03%	476
2025 Q2	$1.59M	Sell	7,550 -1,552	-17%	-$281K	0.04%	330
2025 Q1	$1.46M	Buy	9,102 +1,023	+13%	+$172K	0.04%	308
2024 Q4	$1.34M	Buy	8,079 +1,012	+14%	+$167K	0.05%	266
2024 Q3	$1.11M	Buy	7,067 +300	+4%	+$44.7K	0.04%	239
2024 Q2	$947K	Buy	6,767 +2,977	+79%	+$415K	0.04%	236
2024 Q1	$533K	Buy	+3,790	New	+$508K	0.03%	246

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

Summit Financial's XAR Position: Q2 2026 in Review

Summit Financial increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 7.1% in Q2 2026, buying an estimated $185K and bringing the position to 10,298 shares worth $2.92M. The position accounts for 0.03% of the portfolio, ranked #510.

Summit Financial first reported a position in XAR in Q1 2024 and has held it in 10 quarters since. 616 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Summit Financial held 10,298 shares of State Street SPDR S&P Aerospace & Defense ETF worth $2.92M as of Q2 2026.
Summit Financial bought 684 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $185K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.03% of Summit Financial's portfolio in Q2 2026, its #510 holding.
Summit Financial first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2024 and has held it in 10 quarters since.
616 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.