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 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

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

WESPAC Advisors's XAR Position: Q2 2026 in Review

WESPAC Advisors increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 251% in Q2 2026, buying an estimated $809K and bringing the position to 4,184 shares worth $1.19M. The position accounts for 0.58% of the portfolio, ranked #46.

WESPAC Advisors first reported a position in XAR in Q2 2025 and has held it in 5 quarters since. 614 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

WESPAC Advisors held 4,184 shares of State Street SPDR S&P Aerospace & Defense ETF worth $1.19M as of Q2 2026.
WESPAC Advisors bought 2,992 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $809K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.58% of WESPAC Advisors's portfolio in Q2 2026, its #46 holding.
WESPAC Advisors first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q2 2025 and has held it in 5 quarters since.
614 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on WESPAC Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.