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

Westside Investment 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	$49.7K	Hold	175	–	–	0.01%	593
2026 Q1	$44.4K	Hold	175	–	–	0.01%	603
2025 Q4	$42.2K	Hold	175	–	–	0.01%	594
2025 Q3	$41.1K	Hold	175	–	–	0.01%	611
2025 Q2	$36.9K	Hold	175	–	–	0.01%	514
2025 Q1	$28.1K	Hold	175	–	–	0.01%	495
2024 Q4	$29K	Hold	175	–	–	0.01%	499
2024 Q3	$27.5K	Hold	175	–	–	0.01%	506
2024 Q2	$24.5K	Buy	+175	New	+$24.4K	0.01%	509
2018 Q4	$7.89K	Buy	+100	New	+$8.8K	﹤0.01%	510
2018 Q3	–	Sell	-200	Closed	-$17.4K	–	823
2018 Q2	$17.4K	Hold	200	–	–	0.01%	436
2018 Q1	$17.1K	Buy	+200	New	+$17.4K	0.01%	416

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

Westside Investment Management's XAR Position: Q2 2026 in Review

Westside Investment Management held its State Street SPDR S&P Aerospace & Defense ETF (XAR) position steady in Q2 2026 at 175 shares worth $49.7K. The position accounts for 0.01% of the portfolio, ranked #593.

Westside Investment Management first reported a position in XAR in Q1 2018 and has held it in 12 quarters since. 615 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Westside Investment Management held 175 shares of State Street SPDR S&P Aerospace & Defense ETF worth $49.7K as of Q2 2026.
Westside Investment Management left its State Street SPDR S&P Aerospace & Defense ETF share count unchanged in Q2 2026.
State Street SPDR S&P Aerospace & Defense ETF made up 0.01% of Westside Investment Management's portfolio in Q2 2026, its #593 holding.
Westside Investment Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2018 and has held it in 12 quarters since.
615 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.