Wealthspire Advisors (New York)’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Wealthspire Advisors (New York)’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	$2.74M	Buy	+9,646	New	+$2.61M	0.02%	365
2025 Q4	–	Sell	-603	Closed	-$142K	–	2927
2025 Q3	$142K	Buy	+603	New	+$132K	﹤0.01%	909

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 22.9% 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

Wealthspire Advisors (New York)'s XAR Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q2 2026: 9,646 shares worth $2.74M. The stake represents 0.02% of the portfolio and ranks #365 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in XAR as recently as Q3 2025.

Wealthspire Advisors (New York) first reported a position in XAR in Q3 2025 and has held it in 2 quarters since. 618 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Wealthspire Advisors (New York) held 9,646 shares of State Street SPDR S&P Aerospace & Defense ETF worth $2.74M as of Q2 2026.
State Street SPDR S&P Aerospace & Defense ETF was a new Wealthspire Advisors (New York) position in Q2 2026.
State Street SPDR S&P Aerospace & Defense ETF made up 0.02% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #365 holding.
Wealthspire Advisors (New York) first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2025 and has held it in 2 quarters since.
618 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.