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

Belpointe 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 Q3	$263K	Sell	1,136 -309	-21%	-$81.6K	0.01%	974
2026 Q2	$410K	Sell	1,445 -3,020	-68%	-$817K	0.01%	788
2026 Q1	$1.13M	Sell	4,465 -95	-2%	-$26K	0.04%	414
2025 Q4	$1.1M	Sell	4,560 -1,766	-28%	-$420K	0.04%	396
2025 Q3	$1.49M	Buy	+6,326	New	+$1.38M	0.06%	288
2023 Q2	–	Sell	-2,417	Closed	-$283K	–	3404
2023 Q1	$283K	Buy	2,417 +102	+4%	+$11.9K	0.02%	786
2022 Q4	$255K	Buy	2,315 +479	+26%	+$50.6K	0.02%	784
2022 Q3	$168K	Buy	1,836 +1	+0.1%	+$105	0.01%	912
2022 Q2	$185K	Sell	1,835 -322	-15%	-$35.5K	0.01%	858
2022 Q1	$269K	Sell	2,157 -10	-0.5%	-$1.17K	0.02%	783
2021 Q4	$253K	Sell	2,167 -19	-0.9%	-$2.26K	0.02%	800
2021 Q3	$261K	Sell	2,186 -120	-5%	-$14.8K	0.02%	753
2021 Q2	$305K	Sell	2,306 -35	-1%	-$4.5K	0.02%	655
2021 Q1	$294K	Sell	2,341 -1,002	-30%	-$121K	0.03%	609
2020 Q4	$383K	Buy	3,343 +725	+28%	+$73.5K	0.03%	478
2020 Q3	$229K	Sell	2,618 -101	-4%	-$8.96K	0.03%	518
2020 Q2	$239K	Buy	2,719 +1,359	+100%	+$113K	0.03%	477
2020 Q1	$103K	Sell	1,360 -996	-42%	-$102K	0.02%	606
2019 Q4	$257K	Buy	2,356 +551	+31%	+$59.5K	0.03%	473
2019 Q3	$193K	Sell	1,805 -5	-0.3%	-$531	0.03%	483
2019 Q2	$188K	Buy	+1,810	New	+$177K	0.04%	429
2019 Q1	–	Sell	-1,420	Closed	-$112K	–	592
2018 Q4	$112K	Sell	1,420 -3,497	-71%	-$308K	0.03%	462
2018 Q3	$489K	Buy	4,917 +1,305	+36%	+$123K	0.08%	268
2018 Q2	$315K	Buy	3,612 +210	+6%	+$18.5K	0.09%	251
2018 Q1	$296K	Sell	3,402 -413	-11%	-$35.9K	0.09%	254
2017 Q4	$319K	Buy	3,815 +200	+6%	+$16.4K	0.07%	325
2017 Q3	$288K	Buy	+3,615	New	+$270K	0.07%	323

Other funds holding XAR

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Enclave Advisors Austin, Texas $793M AUM 15.9% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11.1B AUM 12.46% 1-Year Est. Return

Belpointe Asset Management's XAR Position: Q3 2026 in Review

Belpointe Asset Management reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 21% in Q3 2026, selling an estimated $81.6K and leaving 1,136 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #974.

Belpointe Asset Management first reported a position in XAR in Q3 2017 and has held it in 27 quarters since. The position peaked at $1.49M in Q3 2025. 455 funds tracked by Wall St. Rank hold XAR as of Q3 2026.

Belpointe Asset Management held 1,136 shares of State Street SPDR S&P Aerospace & Defense ETF worth $263K as of Q3 2026.
Belpointe Asset Management sold 309 State Street SPDR S&P Aerospace & Defense ETF shares in Q3 2026, an estimated $81.6K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.01% of Belpointe Asset Management's portfolio in Q3 2026, its #974 holding.
Belpointe Asset Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2017 and has held it in 27 quarters since.
Belpointe Asset Management's State Street SPDR S&P Aerospace & Defense ETF position peaked at $1.49M in Q3 2025.
455 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.