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

True Wealth Design’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 		– Sell
-102
Closed -$25.9K – 2908
2026
Q1 		$25.9K Buy
+102
New +$27.9K 0.01% 612

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
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 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
FCA
FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 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

True Wealth Design's XAR Position: Q2 2026 in Review

True Wealth Design sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q2 2026, closing a stake of 102 shares — an estimated $25.9K sold.

True Wealth Design first reported a position in XAR in Q1 2026 and held it in 1 quarter. The position peaked at $25.9K in Q1 2026. 113 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

  • True Wealth Design reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 102 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $25.9K.
  • True Wealth Design first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2026 and held it in 1 quarter.
  • True Wealth Design's State Street SPDR S&P Aerospace & Defense ETF position peaked at $25.9K in Q1 2026.
  • 113 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.