Benjamin Edwards Inc’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Benjamin Edwards Inc’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	$1.7M	Buy	6,705 +962	+17%	+$263K	0.02%	590
2025 Q4	$1.39M	Buy	5,743 +230	+4%	+$54.7K	0.02%	607
2025 Q3	$1.3M	Buy	5,513 +500	+10%	+$109K	0.01%	614
2025 Q2	$1.06M	Hold	5,013	–	–	0.01%	612
2025 Q1	$806K	Hold	5,013	–	–	0.01%	648
2024 Q4	$831K	Buy	5,013 +3,621	+260%	+$597K	0.01%	672
2024 Q3	$219K	Buy	+1,392	New	+$207K	﹤0.01%	1040

Other funds holding XAR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Benjamin Edwards Inc's XAR Position: Q1 2026 in Review

Benjamin Edwards Inc increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 17% in Q1 2026, buying an estimated $263K and bringing the position to 6,705 shares worth $1.7M. The position accounts for 0.02% of the portfolio, ranked #590.

Benjamin Edwards Inc first reported a position in XAR in Q3 2024 and has held it in 7 quarters since. 566 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

Benjamin Edwards Inc held 6,705 shares of State Street SPDR S&P Aerospace & Defense ETF worth $1.7M as of Q1 2026.
Benjamin Edwards Inc bought 962 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2026, an estimated $263K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.02% of Benjamin Edwards Inc's portfolio in Q1 2026, its #590 holding.
Benjamin Edwards Inc first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2024 and has held it in 7 quarters since.
566 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.