World Equity Group
XAR icon

World Equity Group’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

World Equity Group’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 		– Sell
-1,192
Closed -$338K – 385
2026
Q2 		$338K Buy
+1,192
New +$322K 0.08% 291

Other funds holding XAR

Howard Capital Management Group
Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return
Enclave Advisors
Enclave Advisors Austin, Texas $793M AUM 15.9% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
WESPAC Advisors SoCal
WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Bourgeon Capital Management
Bourgeon Capital Management Darien, Connecticut $696M AUM 39.92% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Southern Capital Services
Southern Capital Services Daphne, Alabama $176M AUM 16.02% 1-Year Est. Return

World Equity Group's XAR Position: Q3 2026 in Review

World Equity Group sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q3 2026, closing a stake of 1,192 shares — an estimated $338K sold.

World Equity Group first reported a position in XAR in Q2 2026 and held it in 1 quarter. The position peaked at $338K in Q2 2026. 175 funds tracked by Wall St. Rank hold XAR as of Q3 2026.

  • World Equity Group reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q3 2026 after selling out during the quarter.
  • World Equity Group sold 1,192 State Street SPDR S&P Aerospace & Defense ETF shares in Q3 2026, an estimated $338K.
  • World Equity Group first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q2 2026 and held it in 1 quarter.
  • World Equity Group's State Street SPDR S&P Aerospace & Defense ETF position peaked at $338K in Q2 2026.
  • 175 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.