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

VestGen 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	$837K	Sell	2,951 -200	-6%	-$54.1K	0.02%	507
2026 Q1	$846K	Buy	3,151 +114	+4%	+$31.2K	0.02%	507
2025 Q4	$733K	Buy	3,037 +1,891	+165%	+$449K	0.03%	409
2025 Q3	$269K	Buy	+1,146	New	+$250K	0.01%	616

Other funds holding XAR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HCMG

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

VestGen Advisors's XAR Position: Q2 2026 in Review

VestGen Advisors reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 6.3% in Q2 2026, selling an estimated $54.1K and leaving 2,951 shares worth $837K. The position accounts for 0.02% of the portfolio, ranked #507.

VestGen Advisors first reported a position in XAR in Q3 2025 and has held it in 4 quarters since. The position peaked at $846K in Q1 2026. 616 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

VestGen Advisors held 2,951 shares of State Street SPDR S&P Aerospace & Defense ETF worth $837K as of Q2 2026.
VestGen Advisors sold 200 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $54.1K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.02% of VestGen Advisors's portfolio in Q2 2026, its #507 holding.
VestGen Advisors first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2025 and has held it in 4 quarters since.
VestGen Advisors's State Street SPDR S&P Aerospace & Defense ETF position peaked at $846K in Q1 2026.
616 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.