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Vista Investment Partners II’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Vista Investment Partners II’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
-5,209
Closed -$1.32M – 183
2026
Q1 		$1.32M Buy
+5,209
New +$1.43M 0.59% 56

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HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
WG
Warner Group Madison, Connecticut $406M AUM 46.13% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return

Vista Investment Partners II's XAR Position: Q2 2026 in Review

Vista Investment Partners II sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q2 2026, closing a stake of 5,209 shares — an estimated $1.32M sold.

Vista Investment Partners II first reported a position in XAR in Q1 2026 and held it in 1 quarter. The position peaked at $1.32M in Q1 2026. 298 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

  • Vista Investment Partners II reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q2 2026 after selling out during the quarter.
  • Vista Investment Partners II sold 5,209 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $1.32M.
  • Vista Investment Partners II first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2026 and held it in 1 quarter.
  • Vista Investment Partners II's State Street SPDR S&P Aerospace & Defense ETF position peaked at $1.32M in Q1 2026.
  • 298 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Vista Investment Partners II's 13F filing for Q2 2026, filed 21 Jul 2026.