Bearing Point Capital’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Bearing Point Capital’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	$403K	Sell	1,420 -12,631	-90%	-$3.42M	0.05%	166
2026 Q1	$3.57M	Buy	14,051 +13,001	+1,238%	+$3.56M	0.56%	58
2025 Q4	$253K	Hold	1,050	–	–	0.04%	166
2025 Q3	$247K	Hold	1,050	–	–	0.04%	155
2025 Q2	$221K	Buy	+1,050	New	+$190K	0.04%	160

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

Bearing Point Capital's XAR Position: Q2 2026 in Review

Bearing Point Capital reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 90% in Q2 2026, selling an estimated $3.42M and leaving 1,420 shares worth $403K. The position accounts for 0.05% of the portfolio, ranked #166.

Bearing Point Capital first reported a position in XAR in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.57M in Q1 2026. 614 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Bearing Point Capital held 1,420 shares of State Street SPDR S&P Aerospace & Defense ETF worth $403K as of Q2 2026.
Bearing Point Capital sold 12,631 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $3.42M.
State Street SPDR S&P Aerospace & Defense ETF made up 0.05% of Bearing Point Capital's portfolio in Q2 2026, its #166 holding.
Bearing Point Capital first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q2 2025 and has held it in 5 quarters since.
Bearing Point Capital's State Street SPDR S&P Aerospace & Defense ETF position peaked at $3.57M in Q1 2026.
614 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Bearing Point Capital's 13F filing for Q2 2026, filed 11 Aug 2026.