WPG Advisers’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

WPG Advisers’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	$12.8K	Hold	45	–	–	0.01%	694
2026 Q1	$11.4K	Hold	45	–	–	0.01%	634
2025 Q4	$10.9K	Hold	45	–	–	0.01%	678
2025 Q3	$10.6K	Hold	45	–	–	0.01%	678
2025 Q2	$9.49K	Hold	45	–	–	0.01%	661
2025 Q1	$7.23K	Hold	45	–	–	0.01%	746
2024 Q4	$7.46K	Buy	+45	New	+$7.42K	0.01%	717

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 22.9% 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

WPG Advisers's XAR Position: Q2 2026 in Review

WPG Advisers held its State Street SPDR S&P Aerospace & Defense ETF (XAR) position steady in Q2 2026 at 45 shares worth $12.8K. The position accounts for 0.01% of the portfolio, ranked #694.

WPG Advisers first reported a position in XAR in Q4 2024 and has held it in 7 quarters since. 618 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

WPG Advisers held 45 shares of State Street SPDR S&P Aerospace & Defense ETF worth $12.8K as of Q2 2026.
WPG Advisers 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 WPG Advisers's portfolio in Q2 2026, its #694 holding.
WPG Advisers first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2024 and has held it in 7 quarters since.
618 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.