Vision Financial Markets’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Vision Financial Markets’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	$26.1K	Hold	92	–	–	0.02%	174
2026 Q1	$23.3K	Buy	92 +66	+254%	+$18.1K	0.02%	167
2025 Q4	$6.18K	Hold	26	–	–	0.01%	259
2025 Q3	$6.01K	Hold	26	–	–	0.01%	285
2025 Q2	$5.39K	Hold	26	–	–	0.01%	275
2025 Q1	$4.1K	Hold	26	–	–	﹤0.01%	277
2024 Q4	$4.23K	Buy	+26	New	+$4.29K	﹤0.01%	217

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

Vision Financial Markets's XAR Position: Q2 2026 in Review

Vision Financial Markets held its State Street SPDR S&P Aerospace & Defense ETF (XAR) position steady in Q2 2026 at 92 shares worth $26.1K. The position accounts for 0.02% of the portfolio, ranked #174.

Vision Financial Markets first reported a position in XAR in Q4 2024 and has held it in 7 quarters since. 614 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Vision Financial Markets held 92 shares of State Street SPDR S&P Aerospace & Defense ETF worth $26.1K as of Q2 2026.
Vision Financial Markets left its State Street SPDR S&P Aerospace & Defense ETF share count unchanged in Q2 2026.
State Street SPDR S&P Aerospace & Defense ETF made up 0.02% of Vision Financial Markets's portfolio in Q2 2026, its #174 holding.
Vision Financial Markets first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2024 and has held it in 7 quarters since.
614 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Vision Financial Markets's 13F filing for Q2 2026, filed 24 Jul 2026.