Blue Bell Private Wealth Management’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$329K Buy
1,295
+26
+2% +$7.12K 0.05% 219
2025
Q4
$306K Sell
1,269
-12
-0.9% -$2.85K 0.04% 220
2025
Q3
$301K Hold
1,281
0.05% 210
2025
Q2
$270K Hold
1,281
0.05% 204
2025
Q1
$206K Buy
+1,281
New +$215K 0.04% 216

Other funds holding XAR

Blue Bell Private Wealth Management's XAR Position: Q1 2026 in Review

Blue Bell Private Wealth Management increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 2% in Q1 2026, buying an estimated $7.12K and bringing the position to 1,295 shares worth $329K. The position accounts for 0.05% of the portfolio, ranked #219.

Blue Bell Private Wealth Management first reported a position in XAR in Q1 2025 and has held it in 5 quarters since. 566 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

  • Blue Bell Private Wealth Management held 1,295 shares of State Street SPDR S&P Aerospace & Defense ETF worth $329K as of Q1 2026.
  • Blue Bell Private Wealth Management bought 26 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2026, an estimated $7.12K.
  • State Street SPDR S&P Aerospace & Defense ETF made up 0.05% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #219 holding.
  • Blue Bell Private Wealth Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2025 and has held it in 5 quarters since.
  • 566 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.