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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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return

Teamwork Financial Advisors's XAR Position: Q2 2026 in Review

Teamwork Financial Advisors increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 13% in Q2 2026, buying an estimated $2.63M and bringing the position to 84,616 shares worth $24M. The position accounts for 2.18% of the portfolio, ranked #9.

Teamwork Financial Advisors first reported a position in XAR in Q4 2022 and has held it in 5 quarters since. 95 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

  • Teamwork Financial Advisors held 84,616 shares of State Street SPDR S&P Aerospace & Defense ETF worth $24M as of Q2 2026.
  • Teamwork Financial Advisors bought 9,714 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $2.63M.
  • State Street SPDR S&P Aerospace & Defense ETF made up 2.18% of Teamwork Financial Advisors's portfolio in Q2 2026, its #9 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 5 quarters since.
  • 95 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Teamwork Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.