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

Teamwork Financial Advisors’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 Q3	$689K	Sell	2,980 -81,636	-96%	-$21.6M	0.08%	97
2026 Q2	$24M	Buy	84,616 +9,714	+13%	+$2.63M	2.18%	9
2026 Q1	$19M	Buy	74,902 +71,618	+2,181%	+$19.6M	2.01%	10
2025 Q4	$792K	Buy	+3,284	New	+$780K	0.08%	115
2023 Q2	–	Sell	-9,924	Closed	-$1.16M	–	211
2023 Q1	$1.16M	Buy	9,924 +2,576	+35%	+$300K	0.21%	78
2022 Q4	$809K	Buy	+7,348	New	+$776K	0.16%	93

Other funds holding XAR

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Teamwork Financial Advisors's XAR Position: Q3 2026 in Review

Teamwork Financial Advisors reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 96% in Q3 2026, selling an estimated $21.6M and leaving 2,980 shares worth $689K. The position accounts for 0.08% of the portfolio, ranked #97.

Teamwork Financial Advisors first reported a position in XAR in Q4 2022 and has held it in 6 quarters since. The position peaked at $24M in Q2 2026. 545 funds tracked by Wall St. Rank hold XAR as of Q3 2026.

Teamwork Financial Advisors held 2,980 shares of State Street SPDR S&P Aerospace & Defense ETF worth $689K as of Q3 2026.
Teamwork Financial Advisors sold 81,636 State Street SPDR S&P Aerospace & Defense ETF shares in Q3 2026, an estimated $21.6M.
State Street SPDR S&P Aerospace & Defense ETF made up 0.08% of Teamwork Financial Advisors's portfolio in Q3 2026, its #97 holding.
Teamwork Financial Advisors first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2022 and has held it in 6 quarters since.
Teamwork Financial Advisors's State Street SPDR S&P Aerospace & Defense ETF position peaked at $24M in Q2 2026.
545 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q3 2026.

Based on Teamwork Financial Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.