Y.D. More Investments’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Y.D. More Investments’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	$9.2M	Buy	32,470 +3,560	+12%	+$963K	0.29%	35
2026 Q1	$7.24M	Buy	28,910 +3,722	+15%	+$1.02M	0.28%	39
2025 Q4	$6.1M	Buy	25,188 +3,350	+15%	+$796K	0.29%	43
2025 Q3	$5.13M	Buy	21,838 +4,838	+28%	+$1.06M	0.29%	48
2025 Q2	$3.58M	Buy	17,000 +4,590	+37%	+$832K	0.25%	59
2025 Q1	$1.99M	Buy	12,410 +11,250	+970%	+$1.89M	0.17%	78
2024 Q4	$192K	Hold	1,160	–	–	0.02%	192
2024 Q3	$183K	Sell	1,160 -30	-3%	-$4.47K	0.02%	198
2024 Q2	$167K	Sell	1,190 -38	-3%	-$5.3K	0.02%	196
2024 Q1	$172K	Buy	1,228 +150	+14%	+$20.1K	0.03%	178
2023 Q4	$146K	Buy	1,078 +38	+4%	+$4.68K	0.03%	179
2023 Q3	$117K	Sell	1,040 -100	-9%	-$12K	0.02%	184
2023 Q2	$139K	Sell	1,140 -110	-9%	-$12.8K	0.03%	156
2023 Q1	$146K	Buy	1,250 +630	+102%	+$73.3K	0.03%	153
2022 Q4	$67.9K	Buy	+620	New	+$65.5K	0.02%	234

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

Y.D. More Investments's XAR Position: Q2 2026 in Review

Y.D. More Investments increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 12% in Q2 2026, buying an estimated $963K and bringing the position to 32,470 shares worth $9.2M. The position accounts for 0.29% of the portfolio, ranked #35.

Y.D. More Investments first reported a position in XAR in Q4 2022 and has held it in 15 quarters since. 614 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Y.D. More Investments held 32,470 shares of State Street SPDR S&P Aerospace & Defense ETF worth $9.2M as of Q2 2026.
Y.D. More Investments bought 3,560 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $963K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.29% of Y.D. More Investments's portfolio in Q2 2026, its #35 holding.
Y.D. More Investments first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2022 and has held it in 15 quarters since.
614 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Y.D. More Investments's 13F filing for Q2 2026, filed 5 Aug 2026.