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

Blue Trust 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
Q2 		$391K Buy
1,378
+250
+22% +$67.6K ﹤0.01% 560
2026
Q1 		$287K Sell
1,128
-70
-6% -$19.2K ﹤0.01% 662
2025
Q4 		$289K Sell
1,198
-291
-20% -$69.2K ﹤0.01% 664
2025
Q3 		$350K Sell
1,489
-23
-2% -$5.02K ﹤0.01% 614
2025
Q2 		$319K Sell
1,512
-172
-10% -$31.2K ﹤0.01% 611
2025
Q1 		$271K Buy
1,684
+1,669
+11,127% +$281K ﹤0.01% 600
2024
Q4 		$2.49K Buy
15
+7
+88% +$1.16K ﹤0.01% 2186
2024
Q3 		$1.12K Sell
8
-11
-58% -$1.64K ﹤0.01% 2684
2024
Q2 		$2.67K Hold
19
– – ﹤0.01% 2374
2024
Q1 		$2.67K Buy
+19
New +$2.55K ﹤0.01% 1764

Other funds holding XAR

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FCA
FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Blue Trust Inc's XAR Position: Q2 2026 in Review

Blue Trust Inc increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 22% in Q2 2026, buying an estimated $67.6K and bringing the position to 1,378 shares worth $391K. The position accounts for ﹤0.01% of the portfolio, ranked #560.

Blue Trust Inc first reported a position in XAR in Q1 2024 and has held it in 10 quarters since. 116 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

  • Blue Trust Inc held 1,378 shares of State Street SPDR S&P Aerospace & Defense ETF worth $391K as of Q2 2026.
  • Blue Trust Inc bought 250 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $67.6K.
  • State Street SPDR S&P Aerospace & Defense ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #560 holding.
  • Blue Trust Inc first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2024 and has held it in 10 quarters since.
  • 116 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.