U.S. Capital Wealth Advisors’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

U.S. Capital Wealth 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 Q1	$1.84M	Buy	7,234 +567	+9%	+$155K	0.05%	369
2025 Q4	$1.61M	Buy	6,667 +3,865	+138%	+$918K	0.04%	381
2025 Q3	$658K	Sell	2,802 -324	-10%	-$70.7K	0.02%	568
2025 Q2	$659K	Buy	3,126 +11	+0.4%	+$1.99K	0.02%	533
2025 Q1	$501K	Buy	3,115 +1,775	+132%	+$298K	0.02%	589
2024 Q4	$222K	Hold	1,340	–	–	0.01%	753
2024 Q3	$211K	Buy	+1,340	New	+$200K	0.01%	662
2024 Q1	–	Sell	-1,584	Closed	-$215K	–	715
2023 Q4	$215K	Buy	+1,584	New	+$195K	0.01%	620
2023 Q3	–	Sell	-2,399	Closed	-$292K	–	686
2023 Q2	$292K	Sell	2,399 -80	-3%	-$9.29K	0.01%	540
2023 Q1	$290K	Sell	2,479 -85	-3%	-$9.88K	0.01%	546
2022 Q4	$282K	Sell	2,564 -140	-5%	-$14.8K	0.01%	546
2022 Q3	$248K	Sell	2,704 -1,566	-37%	-$164K	0.01%	553
2022 Q2	$430K	Sell	4,270 -361	-8%	-$39.8K	0.02%	494
2022 Q1	$577K	Sell	4,631 -418	-8%	-$49.1K	0.02%	485
2021 Q4	$588K	Buy	5,049 +23	+0.5%	+$2.74K	0.02%	487
2021 Q3	$599K	Buy	+5,026	New	+$621K	0.03%	481

Other funds holding XAR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

U.S. Capital Wealth Advisors's XAR Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 8.5% in Q1 2026, buying an estimated $155K and bringing the position to 7,234 shares worth $1.84M. The position accounts for 0.05% of the portfolio, ranked #369.

U.S. Capital Wealth Advisors first reported a position in XAR in Q3 2021 and has held it in 16 quarters since. 566 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

U.S. Capital Wealth Advisors held 7,234 shares of State Street SPDR S&P Aerospace & Defense ETF worth $1.84M as of Q1 2026.
U.S. Capital Wealth Advisors bought 567 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2026, an estimated $155K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.05% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #369 holding.
U.S. Capital Wealth Advisors first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2021 and has held it in 16 quarters since.
566 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.