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

AE 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 Q1	$427K	Sell	1,680 -747	-31%	-$205K	﹤0.01%	1190
2025 Q4	$585K	Sell	2,427 -2	-0.1%	-$475	﹤0.01%	985
2025 Q3	$571K	Buy	2,429 +1,331	+121%	+$290K	﹤0.01%	919
2025 Q2	$231K	Sell	1,098 -2	-0.2%	-$363	﹤0.01%	1239
2025 Q1	$177K	Buy	1,100 +151	+16%	+$25.4K	﹤0.01%	1310
2024 Q4	$157K	Buy	+949	New	+$157K	﹤0.01%	1327
2024 Q1	–	Sell	-11,954	Closed	-$1.55M	–	2017
2023 Q4	$1.55M	Buy	11,954 +1,605	+16%	+$198K	0.01%	996
2023 Q3	$1.16M	Sell	10,349 -927	-8%	-$111K	0.01%	1039
2023 Q2	$1.37M	Sell	11,276 -2,597	-19%	-$302K	0.01%	969
2023 Q1	$1.62M	Buy	13,873 +3,911	+39%	+$455K	0.01%	869
2022 Q4	$1.1M	Buy	9,962 +7,258	+268%	+$766K	0.01%	947
2022 Q3	$248K	Sell	2,704 -317	-10%	-$33.1K	﹤0.01%	1545
2022 Q2	$304K	Buy	3,021 +561	+23%	+$61.8K	﹤0.01%	1434
2022 Q1	$307K	Sell	2,460 -133	-5%	-$15.6K	﹤0.01%	1411
2021 Q4	$302K	Sell	2,593 -182	-7%	-$21.7K	﹤0.01%	1443
2021 Q3	$331K	Sell	2,775 -81	-3%	-$10K	﹤0.01%	1327
2021 Q2	$378K	Sell	2,856 -107	-4%	-$13.7K	﹤0.01%	1245
2021 Q1	$372K	Sell	2,963 -316	-10%	-$38.2K	﹤0.01%	1172
2020 Q4	$376K	Buy	3,279 +79	+2%	+$8.01K	﹤0.01%	1058
2020 Q3	$279K	Sell	3,200 -1,648	-34%	-$146K	﹤0.01%	1064
2020 Q2	$425K	Sell	4,848 -3,167	-40%	-$262K	0.01%	927
2020 Q1	$610K	Sell	8,015 -8,205	-51%	-$843K	0.01%	619
2019 Q4	$1.77M	Buy	16,220 +1,586	+11%	+$171K	0.04%	374
2019 Q3	$1.56M	Sell	14,634 -750	-5%	-$79.6K	0.05%	329
2019 Q2	$1.6M	Buy	15,384 +11,663	+313%	+$1.14M	0.05%	284
2019 Q1	$342K	Buy	3,721 +62	+2%	+$5.56K	0.02%	428
2018 Q4	$289K	Sell	3,659 -37,956	-91%	-$3.34M	0.05%	358
2018 Q3	$4.14M	Buy	41,615 +7,914	+23%	+$747K	0.23%	78
2018 Q2	$2.94M	Buy	33,701 +7,159	+27%	+$631K	0.2%	76
2018 Q1	$2.31M	Buy	26,542 +5,315	+25%	+$461K	0.18%	83
2017 Q4	$1.77M	Buy	+21,227	New	+$1.74M	0.16%	101

Other funds holding XAR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

AE Wealth Management's XAR Position: Q1 2026 in Review

AE Wealth Management reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 31% in Q1 2026, selling an estimated $205K and leaving 1,680 shares worth $427K. The position accounts for ﹤0.01% of the portfolio, ranked #1190.

AE Wealth Management first reported a position in XAR in Q4 2017 and has held it in 31 quarters since. The position peaked at $4.14M in Q3 2018. 566 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

AE Wealth Management held 1,680 shares of State Street SPDR S&P Aerospace & Defense ETF worth $427K as of Q1 2026.
AE Wealth Management sold 747 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2026, an estimated $205K.
State Street SPDR S&P Aerospace & Defense ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1190 holding.
AE Wealth Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2017 and has held it in 31 quarters since.
AE Wealth Management's State Street SPDR S&P Aerospace & Defense ETF position peaked at $4.14M in Q3 2018.
566 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.