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Arthur M. Cohen & Associates’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Arthur M. Cohen & Associates’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 		$342K Buy
1,314
+170
+15% +$46.6K 0.06% 102
2025
Q4 		$276K Buy
+1,144
New +$272K 0.05% 109

Other funds holding XAR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mirae Asset Global Investments
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

Arthur M. Cohen & Associates's XAR Position: Q1 2026 in Review

Arthur M. Cohen & Associates increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 15% in Q1 2026, buying an estimated $46.6K and bringing the position to 1,314 shares worth $342K. The position accounts for 0.06% of the portfolio, ranked #102.

Arthur M. Cohen & Associates first reported a position in XAR in Q4 2025 and has held it in 2 quarters since. 566 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

  • Arthur M. Cohen & Associates held 1,314 shares of State Street SPDR S&P Aerospace & Defense ETF worth $342K as of Q1 2026.
  • Arthur M. Cohen & Associates bought 170 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2026, an estimated $46.6K.
  • State Street SPDR S&P Aerospace & Defense ETF made up 0.06% of Arthur M. Cohen & Associates's portfolio in Q1 2026, its #102 holding.
  • Arthur M. Cohen & Associates first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2025 and has held it in 2 quarters since.
  • 566 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.

Based on Arthur M. Cohen & Associates's 13F filing for Q1 2026, filed 8 May 2026.