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

Bellevue Asset 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	$76.1K	Hold	268	–	–	0.04%	133
2026 Q1	$68.1K	Hold	268	–	–	0.03%	134
2025 Q4	$64.7K	Buy	268 +1	+0.4%	+$238	0.02%	132
2025 Q3	$62.9K	Hold	267	–	–	0.03%	134
2025 Q2	$56.4K	Hold	267	–	–	0.03%	147
2025 Q1	$42.9K	Buy	267 +1	+0.4%	+$168	0.02%	168
2024 Q4	$44.2K	Buy	266 +1	+0.4%	+$165	0.02%	167
2024 Q3	$41.8K	Hold	265	–	–	0.02%	172
2024 Q2	$37.2K	Sell	265 -1	-0.4%	-$140	0.02%	177
2024 Q1	$37.3K	Buy	266 +1	+0.4%	+$134	0.02%	177
2023 Q4	$36K	Hold	265	–	–	0.03%	175
2023 Q3	$29.8K	Hold	265	–	–	0.02%	186
2023 Q2	$32.3K	Hold	265	–	–	0.02%	184
2023 Q1	$31K	Hold	265	–	–	0.02%	188
2022 Q4	$28.9K	Hold	265	–	–	0.02%	196
2022 Q3	$25K	Buy	265 +25	+10%	+$2.61K	0.02%	216
2022 Q2	$24K	Hold	240	–	–	0.02%	233
2022 Q1	$30K	Sell	240 -200	-45%	-$23.5K	0.02%	225
2021 Q4	$51K	Hold	440	–	–	0.03%	177
2021 Q3	$53K	Hold	440	–	–	0.03%	171
2021 Q2	$58K	Buy	440 +40	+10%	+$5.14K	0.04%	163
2021 Q1	$50K	Hold	400	–	–	0.03%	174
2020 Q4	$48K	Hold	400	–	–	0.03%	176
2020 Q3	$35K	Hold	400	–	–	0.02%	200
2020 Q2	$35K	Hold	400	–	–	0.04%	202
2020 Q1	$31K	Hold	400	–	–	0.03%	218
2019 Q4	$44K	Buy	+400	New	+$43.2K	0.03%	165

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

Bellevue Asset Management's XAR Position: Q2 2026 in Review

Bellevue Asset Management held its State Street SPDR S&P Aerospace & Defense ETF (XAR) position steady in Q2 2026 at 268 shares worth $76.1K. The position accounts for 0.04% of the portfolio, ranked #133.

Bellevue Asset Management first reported a position in XAR in Q4 2019 and has held it in 27 quarters since. 615 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Bellevue Asset Management held 268 shares of State Street SPDR S&P Aerospace & Defense ETF worth $76.1K as of Q2 2026.
Bellevue Asset 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 0.04% of Bellevue Asset Management's portfolio in Q2 2026, its #133 holding.
Bellevue Asset Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2019 and has held it in 27 quarters since.
615 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.