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

WT 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	$225K	Hold	793	–	–	0.06%	129
2026 Q1	$201K	Buy	+793	New	+$217K	0.06%	136
2022 Q2	–	Sell	-2,419	Closed	-$302K	–	126
2022 Q1	$302K	Sell	2,419 -632	-21%	-$74.2K	0.12%	98
2021 Q4	$355K	Sell	3,051 -16,529	-84%	-$1.97M	0.13%	99
2021 Q3	$2.33M	Buy	19,580 +2,084	+12%	+$258K	0.9%	29
2021 Q2	$2.31M	Sell	17,496 -69	-0.4%	-$8.87K	0.94%	26
2021 Q1	$2.21M	Buy	17,565 +430	+3%	+$52K	1.02%	24
2020 Q4	$1.97M	Buy	17,135 +2,728	+19%	+$277K	1.07%	29
2020 Q3	$1.26M	Buy	14,407 +68	+0.5%	+$6.03K	0.83%	34
2020 Q2	$1.26M	Buy	14,339 +1,854	+15%	+$154K	1.01%	24
2020 Q1	$949K	Buy	12,485 +798	+7%	+$82K	1%	24
2019 Q4	$1.27M	Buy	11,687 +968	+9%	+$105K	0.97%	26
2019 Q3	$1.15M	Buy	+10,719	New	+$1.14M	0.99%	28

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

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

WT Wealth Management held its State Street SPDR S&P Aerospace & Defense ETF (XAR) position steady in Q2 2026 at 793 shares worth $225K. The position accounts for 0.06% of the portfolio, ranked #129.

WT Wealth Management first reported a position in XAR in Q3 2019 and has held it in 13 quarters since. The position peaked at $2.33M in Q3 2021. 613 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

WT Wealth Management held 793 shares of State Street SPDR S&P Aerospace & Defense ETF worth $225K as of Q2 2026.
WT Wealth 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 0.06% of WT Wealth Management's portfolio in Q2 2026, its #129 holding.
WT Wealth Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2019 and has held it in 13 quarters since.
WT Wealth Management's State Street SPDR S&P Aerospace & Defense ETF position peaked at $2.33M in Q3 2021.
613 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on WT Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.