WealthGarden F.S.’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

WealthGarden F.S.’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	$352K	Buy	1,241 +209	+20%	+$56.5K	0.2%	125
2026 Q1	$262K	Buy	1,032 +57	+6%	+$15.6K	0.18%	135
2025 Q4	$273K	Sell	975 -140	-13%	-$33.3K	0.18%	129
2025 Q3	$269K	Buy	1,115 +19	+2%	+$4.15K	0.19%	129
2025 Q2	$237K	Sell	1,096 -470	-30%	-$85.2K	0.2%	121
2025 Q1	$252K	Buy	+1,566	New	+$263K	0.24%	107
2024 Q3	–	Sell	-1,438	Closed	-$201K	–	124
2024 Q2	$201K	Buy	+1,438	New	+$201K	0.21%	113

Other funds holding XAR

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

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

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

Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return

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

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

WealthGarden F.S.'s XAR Position: Q2 2026 in Review

WealthGarden F.S. increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 20% in Q2 2026, buying an estimated $56.5K and bringing the position to 1,241 shares worth $352K. The position accounts for 0.2% of the portfolio, ranked #125.

WealthGarden F.S. first reported a position in XAR in Q2 2024 and has held it in 7 quarters since. 278 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

WealthGarden F.S. held 1,241 shares of State Street SPDR S&P Aerospace & Defense ETF worth $352K as of Q2 2026.
WealthGarden F.S. bought 209 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $56.5K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.2% of WealthGarden F.S.'s portfolio in Q2 2026, its #125 holding.
WealthGarden F.S. first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q2 2024 and has held it in 7 quarters since.
278 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on WealthGarden F.S.'s 13F filing for Q2 2026, filed 31 Jul 2026.