Blue Trust Inc
XAR icon

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
Q3 		$249K Sell
1,077
-301
-22% -$79.5K ﹤0.01% 686
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Howard Capital Management Group
Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Enclave Advisors
Enclave Advisors Austin, Texas $793M AUM 15.9% 1-Year Est. Return

Blue Trust Inc's XAR Position: Q3 2026 in Review

Blue Trust Inc reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 22% in Q3 2026, selling an estimated $79.5K and leaving 1,077 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #686.

Blue Trust Inc first reported a position in XAR in Q1 2024 and has held it in 11 quarters since. The position peaked at $391K in Q2 2026. 467 funds tracked by Wall St. Rank hold XAR as of Q3 2026.

  • Blue Trust Inc held 1,077 shares of State Street SPDR S&P Aerospace & Defense ETF worth $249K as of Q3 2026.
  • Blue Trust Inc sold 301 State Street SPDR S&P Aerospace & Defense ETF shares in Q3 2026, an estimated $79.5K.
  • State Street SPDR S&P Aerospace & Defense ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #686 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 11 quarters since.
  • Blue Trust Inc's State Street SPDR S&P Aerospace & Defense ETF position peaked at $391K in Q2 2026.
  • 467 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.