Ally Invest Advisors’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Ally Invest Advisors’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	$332K	Sell	1,307 -195	-13%	-$53.4K	0.02%	65
2025 Q4	$362K	Sell	1,502 -88	-6%	-$20.9K	0.03%	60
2025 Q3	$374K	Sell	1,590 -32	-2%	-$6.98K	0.03%	60
2025 Q2	$342K	Sell	1,622 -131	-7%	-$23.7K	0.03%	61
2025 Q1	$282K	Sell	1,753 -59	-3%	-$9.92K	0.02%	60
2024 Q4	$301K	Buy	1,812 +161	+10%	+$26.6K	0.03%	58
2024 Q3	$260K	Buy	1,651 +221	+15%	+$32.9K	0.02%	62
2024 Q2	$200K	Buy	+1,430	New	+$200K	0.02%	66

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 $67.7B AUM 51.91% 1-Year Est. Return

HCMG

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

Ally Invest Advisors's XAR Position: Q1 2026 in Review

Ally Invest Advisors reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 13% in Q1 2026, selling an estimated $53.4K and leaving 1,307 shares worth $332K. The position accounts for 0.02% of the portfolio, ranked #65.

Ally Invest Advisors first reported a position in XAR in Q2 2024 and has held it in 8 quarters since. The position peaked at $374K in Q3 2025. 566 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

Ally Invest Advisors held 1,307 shares of State Street SPDR S&P Aerospace & Defense ETF worth $332K as of Q1 2026.
Ally Invest Advisors sold 195 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2026, an estimated $53.4K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.02% of Ally Invest Advisors's portfolio in Q1 2026, its #65 holding.
Ally Invest Advisors first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q2 2024 and has held it in 8 quarters since.
Ally Invest Advisors's State Street SPDR S&P Aerospace & Defense ETF position peaked at $374K in Q3 2025.
566 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.

Based on Ally Invest Advisors's 13F filing for Q1 2026, filed 12 May 2026.