Bleakley Financial Group’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Bleakley Financial Group’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	$3.31M	Buy	+11,648	New	+$3.15M	0.04%	337

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

Bleakley Financial Group's XAR Position: Q2 2026 in Review

Bleakley Financial Group opened a new position in State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q2 2026: 11,648 shares worth $3.31M. The stake represents 0.04% of the portfolio and ranks #337 among its holdings.

613 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Bleakley Financial Group held 11,648 shares of State Street SPDR S&P Aerospace & Defense ETF worth $3.31M as of Q2 2026.
State Street SPDR S&P Aerospace & Defense ETF was a new Bleakley Financial Group position in Q2 2026.
State Street SPDR S&P Aerospace & Defense ETF made up 0.04% of Bleakley Financial Group's portfolio in Q2 2026, its #337 holding.
613 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.