Synergy Investment Management’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Synergy Investment Management’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	$62.7K	Buy	+221	New	+$59.8K	0.02%	342
2026 Q1	–	Sell	-1,628	Closed	-$393K	–	911
2025 Q4	$393K	Buy	+1,628	New	+$387K	0.14%	90

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

Synergy Investment Management's XAR Position: Q2 2026 in Review

Synergy Investment Management opened a new position in State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q2 2026: 221 shares worth $62.7K. The stake represents 0.02% of the portfolio and ranks #342 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in XAR as recently as Q4 2025.

Synergy Investment Management first reported a position in XAR in Q4 2025 and has held it in 2 quarters since. The position peaked at $393K in Q4 2025. 615 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Synergy Investment Management held 221 shares of State Street SPDR S&P Aerospace & Defense ETF worth $62.7K as of Q2 2026.
State Street SPDR S&P Aerospace & Defense ETF was a new Synergy Investment Management position in Q2 2026.
State Street SPDR S&P Aerospace & Defense ETF made up 0.02% of Synergy Investment Management's portfolio in Q2 2026, its #342 holding.
Synergy Investment Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2025 and has held it in 2 quarters since.
Synergy Investment Management's State Street SPDR S&P Aerospace & Defense ETF position peaked at $393K in Q4 2025.
615 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.