WESPAC Advisors’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

WESPAC Advisors’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 Q3	$305K	Sell	1,317 -2,867	-69%	-$757K	0.15%	157
2026 Q2	$1.19M	Buy	4,184 +2,992	+251%	+$809K	0.58%	46
2026 Q1	$303K	Hold	1,192	–	–	0.17%	131
2025 Q4	$288K	Hold	1,192	–	–	0.16%	135
2025 Q3	$280K	Sell	1,192 -15	-1%	-$3.27K	0.16%	150
2025 Q2	$255K	Buy	+1,207	New	+$219K	0.18%	151

Other funds holding XAR

Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return

Enclave Advisors Austin, Texas $793M AUM 15.9% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Cumberland Advisors Sarasota, Florida $280M AUM 17.5% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Bourgeon Capital Management Darien, Connecticut $696M AUM 39.92% 1-Year Est. Return

WESPAC Advisors's XAR Position: Q3 2026 in Review

WESPAC Advisors reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 69% in Q3 2026, selling an estimated $757K and leaving 1,317 shares worth $305K. The position accounts for 0.15% of the portfolio, ranked #157.

WESPAC Advisors first reported a position in XAR in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.19M in Q2 2026. 253 funds tracked by Wall St. Rank hold XAR as of Q3 2026.

WESPAC Advisors held 1,317 shares of State Street SPDR S&P Aerospace & Defense ETF worth $305K as of Q3 2026.
WESPAC Advisors sold 2,867 State Street SPDR S&P Aerospace & Defense ETF shares in Q3 2026, an estimated $757K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.15% of WESPAC Advisors's portfolio in Q3 2026, its #157 holding.
WESPAC Advisors first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q2 2025 and has held it in 6 quarters since.
WESPAC Advisors's State Street SPDR S&P Aerospace & Defense ETF position peaked at $1.19M in Q2 2026.
253 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q3 2026.

Based on WESPAC Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.