VVR Holdings’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

VVR Holdings’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	$3.14M	Buy	11,069 +798	+8%	+$216K	1.36%	18
2026 Q1	$2.61M	Sell	10,271 -6,932	-40%	-$1.9M	1.35%	18
2025 Q4	$4.15M	Buy	+17,203	New	+$4.09M	2.16%	11

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

VVR Holdings's XAR Position: Q2 2026 in Review

VVR Holdings increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 7.8% in Q2 2026, buying an estimated $216K and bringing the position to 11,069 shares worth $3.14M. The position accounts for 1.36% of the portfolio, ranked #18.

VVR Holdings first reported a position in XAR in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.15M in Q4 2025. 614 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

VVR Holdings held 11,069 shares of State Street SPDR S&P Aerospace & Defense ETF worth $3.14M as of Q2 2026.
VVR Holdings bought 798 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $216K.
State Street SPDR S&P Aerospace & Defense ETF made up 1.36% of VVR Holdings's portfolio in Q2 2026, its #18 holding.
VVR Holdings first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2025 and has held it in 3 quarters since.
VVR Holdings's State Street SPDR S&P Aerospace & Defense ETF position peaked at $4.15M in Q4 2025.
614 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on VVR Holdings's 13F filing for Q2 2026, filed 15 Jul 2026.