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

TSA Wealth 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 Q3	$286K	Sell	1,236 -3,157	-72%	-$834K	0.08%	97
2026 Q2	$1.25M	Buy	4,393 +2,814	+178%	+$761K	0.35%	45
2026 Q1	$401K	Buy	1,579 +510	+48%	+$140K	0.13%	68
2025 Q4	$258K	Buy	+1,069	New	+$254K	0.09%	76

Other funds holding XAR

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

Enclave Advisors Austin, Texas $793M AUM 15.9% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Bourgeon Capital Management Darien, Connecticut $696M AUM 39.92% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Southern Capital Services Daphne, Alabama $176M AUM 16.02% 1-Year Est. Return

TSA Wealth Management's XAR Position: Q3 2026 in Review

TSA Wealth Management reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 72% in Q3 2026, selling an estimated $834K and leaving 1,236 shares worth $286K. The position accounts for 0.08% of the portfolio, ranked #97.

TSA Wealth Management first reported a position in XAR in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.25M in Q2 2026. 175 funds tracked by Wall St. Rank hold XAR as of Q3 2026.

TSA Wealth Management held 1,236 shares of State Street SPDR S&P Aerospace & Defense ETF worth $286K as of Q3 2026.
TSA Wealth Management sold 3,157 State Street SPDR S&P Aerospace & Defense ETF shares in Q3 2026, an estimated $834K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.08% of TSA Wealth Management's portfolio in Q3 2026, its #97 holding.
TSA Wealth Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2025 and has held it in 4 quarters since.
TSA Wealth Management's State Street SPDR S&P Aerospace & Defense ETF position peaked at $1.25M in Q2 2026.
175 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q3 2026.

Based on TSA Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.