Western Wealth Management’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Western Wealth Management’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	$2.61M	Buy	9,208 +1,220	+15%	+$330K	0.09%	246
2026 Q1	$2.03M	Buy	7,988 +5,154	+182%	+$1.41M	0.08%	278
2025 Q4	$684K	Buy	2,834 +405	+17%	+$96.2K	0.03%	444
2025 Q3	$571K	Sell	2,429 -96	-4%	-$21K	0.03%	419
2025 Q2	$533K	Buy	2,525 +170	+7%	+$30.8K	0.03%	395
2025 Q1	$378K	Buy	2,355 +70	+3%	+$11.8K	0.03%	457
2024 Q4	$379K	Buy	2,285 +471	+26%	+$77.7K	0.02%	535
2024 Q3	$285K	Sell	1,814 -9	-0.5%	-$1.34K	0.02%	613
2024 Q2	$255K	Sell	1,823 -55	-3%	-$7.67K	0.02%	546
2024 Q1	$264K	Sell	1,878 -103	-5%	-$13.8K	0.02%	544
2023 Q4	$268K	Buy	1,981 +65	+3%	+$8.01K	0.02%	578
2023 Q3	$215K	Buy	1,916 +1	+0.1%	+$120	0.02%	596
2023 Q2	$233K	Sell	1,915 -33	-2%	-$3.83K	0.02%	573
2023 Q1	$228K	Buy	1,948 +2	+0.1%	+$233	0.02%	577
2022 Q4	$214K	Sell	1,946 -2,161	-53%	-$228K	0.02%	556
2022 Q3	$379K	Buy	4,107 +579	+16%	+$60.5K	0.02%	574
2022 Q2	$352K	Sell	3,528 -6,024	-63%	-$664K	0.02%	565
2022 Q1	$1.19M	Buy	+9,552	New	+$1.12M	0.06%	308
2021 Q2	$209K	Buy	+1,582	New	+$203K	0.02%	594
2021 Q1	–	Sell	-1,777	Closed	-$204K	–	544
2020 Q4	$204K	Sell	1,777 -1,315	-43%	-$133K	0.03%	445
2020 Q3	$270K	Sell	3,092 -2	-0.1%	-$177	0.04%	355
2020 Q2	$271K	Sell	3,094 -6,637	-68%	-$550K	0.05%	334
2020 Q1	$740K	Sell	9,731 -4,311	-31%	-$443K	0.17%	134
2019 Q4	$1.53M	Buy	14,042 +390	+3%	+$42.1K	0.23%	100
2019 Q3	$1.46M	Sell	13,652 -1,520	-10%	-$161K	0.3%	81
2019 Q2	$1.58M	Buy	15,172 +8,410	+124%	+$821K	0.21%	95
2019 Q1	$621K	Buy	6,762 +812	+14%	+$72.8K	0.14%	174
2018 Q4	$471K	Buy	+5,950	New	+$524K	0.13%	182

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

Western Wealth Management's XAR Position: Q2 2026 in Review

Western Wealth Management increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 15% in Q2 2026, buying an estimated $330K and bringing the position to 9,208 shares worth $2.61M. The position accounts for 0.09% of the portfolio, ranked #246.

Western Wealth Management first reported a position in XAR in Q4 2018 and has held it in 28 quarters since. 614 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Western Wealth Management held 9,208 shares of State Street SPDR S&P Aerospace & Defense ETF worth $2.61M as of Q2 2026.
Western Wealth Management bought 1,220 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $330K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.09% of Western Wealth Management's portfolio in Q2 2026, its #246 holding.
Western Wealth Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2018 and has held it in 28 quarters since.
614 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.