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

Bartlett & Co 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 Q2	$142K	Hold	502	–	–	﹤0.01%	551
2026 Q1	$128K	Buy	+502	New	+$137K	﹤0.01%	524
2023 Q2	–	Sell	-125	Closed	-$14.6K	–	1188
2023 Q1	$14.6K	Buy	+125	New	+$14.5K	﹤0.01%	765
2020 Q2	–	Sell	-40	Closed	-$3.04K	–	892
2020 Q1	$3.04K	Hold	40	–	–	﹤0.01%	753
2019 Q4	$4.36K	Buy	+40	New	+$4.32K	﹤0.01%	780

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

Bartlett & Co Wealth Management's XAR Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its State Street SPDR S&P Aerospace & Defense ETF (XAR) position steady in Q2 2026 at 502 shares worth $142K. The position accounts for ﹤0.01% of the portfolio, ranked #551.

Bartlett & Co Wealth Management first reported a position in XAR in Q4 2019 and has held it in 5 quarters since. 613 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Bartlett & Co Wealth Management held 502 shares of State Street SPDR S&P Aerospace & Defense ETF worth $142K as of Q2 2026.
Bartlett & Co Wealth Management left its State Street SPDR S&P Aerospace & Defense ETF share count unchanged in Q2 2026.
State Street SPDR S&P Aerospace & Defense ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #551 holding.
Bartlett & Co Wealth Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2019 and has held it in 5 quarters since.
613 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.