Breakthru Advisory Services’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Breakthru Advisory Services’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 Q1	$980K	Sell	3,860 -34,520	-90%	-$9.45M	1.57%	18
2025 Q4	$9.26M	Buy	+38,380	New	+$9.12M	5.92%	5

Other funds holding XAR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

Breakthru Advisory Services's XAR Position: Q1 2026 in Review

Breakthru Advisory Services reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 90% in Q1 2026, selling an estimated $9.45M and leaving 3,860 shares worth $980K. The position accounts for 1.57% of the portfolio, ranked #18.

Breakthru Advisory Services first reported a position in XAR in Q4 2025 and has held it in 2 quarters since. The position peaked at $9.26M in Q4 2025. 566 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

Breakthru Advisory Services held 3,860 shares of State Street SPDR S&P Aerospace & Defense ETF worth $980K as of Q1 2026.
Breakthru Advisory Services sold 34,520 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2026, an estimated $9.45M.
State Street SPDR S&P Aerospace & Defense ETF made up 1.57% of Breakthru Advisory Services's portfolio in Q1 2026, its #18 holding.
Breakthru Advisory Services first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2025 and has held it in 2 quarters since.
Breakthru Advisory Services's State Street SPDR S&P Aerospace & Defense ETF position peaked at $9.26M in Q4 2025.
566 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.

Based on Breakthru Advisory Services's 13F filing for Q1 2026, filed 16 Apr 2026.