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

Anchor Investment 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	$224K	Buy	883 +1	+0.1%	+$274	0.02%	368
2025 Q4	$213K	Hold	882	–	–	0.02%	372
2025 Q3	$207K	Buy	882 +2	+0.2%	+$437	0.02%	375
2025 Q2	$186K	Hold	880	–	–	0.02%	384
2025 Q1	$141K	Hold	880	–	–	0.01%	411
2024 Q4	$146K	Hold	880	–	–	0.01%	411
2024 Q3	$138K	Hold	880	–	–	0.01%	421
2024 Q2	$123K	Buy	880 +860	+4,300%	+$120K	0.01%	410
2024 Q1	$2.81K	Buy	+20	New	+$2.68K	﹤0.01%	913
2023 Q2	–	Sell	-15	Closed	-$1.75K	–	1010
2023 Q1	$1.75K	Hold	15	–	–	﹤0.01%	912
2022 Q4	$1.65K	Hold	15	–	–	﹤0.01%	881
2022 Q3	$1.38K	Hold	15	–	–	﹤0.01%	908
2022 Q2	$1.51K	Hold	15	–	–	﹤0.01%	907
2022 Q1	$1.87K	Buy	+15	New	+$1.76K	﹤0.01%	922

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

Anchor Investment Management's XAR Position: Q1 2026 in Review

Anchor Investment Management increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 0.11% in Q1 2026, buying an estimated $274 and bringing the position to 883 shares worth $224K. The position accounts for 0.02% of the portfolio, ranked #368.

Anchor Investment Management first reported a position in XAR in Q1 2022 and has held it in 14 quarters since. 566 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

Anchor Investment Management held 883 shares of State Street SPDR S&P Aerospace & Defense ETF worth $224K as of Q1 2026.
Anchor Investment Management bought 1 State Street SPDR S&P Aerospace & Defense ETF share in Q1 2026, an estimated $274.
State Street SPDR S&P Aerospace & Defense ETF made up 0.02% of Anchor Investment Management's portfolio in Q1 2026, its #368 holding.
Anchor Investment Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2022 and has held it in 14 quarters since.
566 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.