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
Q2
$368K Hold
1,295
0.05% 227
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: Q2 2026 in Review

Blue Bell Private Wealth Management held its State Street SPDR S&P Aerospace & Defense ETF (XAR) position steady in Q2 2026 at 1,295 shares worth $368K. The position accounts for 0.05% of the portfolio, ranked #227.

Blue Bell Private Wealth Management first reported a position in XAR in Q1 2025 and has held it in 6 quarters since. 614 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

  • Blue Bell Private Wealth Management held 1,295 shares of State Street SPDR S&P Aerospace & Defense ETF worth $368K as of Q2 2026.
  • Blue Bell Private Wealth 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 0.05% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #227 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 6 quarters since.
  • 614 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.