Brentview Investment Management’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Brentview Investment Management’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	–	Sell	-200	Closed	-$48.2K	–	69
2025 Q4	$48.2K	Hold	200	–	–	0.02%	53
2025 Q3	$47K	Hold	200	–	–	0.02%	55
2025 Q2	$42.2K	Hold	200	–	–	0.02%	55
2025 Q1	$32.1K	Buy	+200	New	+$33.6K	0.02%	60

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

Brentview Investment Management's XAR Position: Q1 2026 in Review

Brentview Investment Management sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q1 2026, closing a stake of 200 shares — an estimated $48.2K sold.

Brentview Investment Management first reported a position in XAR in Q1 2025 and held it in 4 quarters. The position peaked at $48.2K in Q4 2025. 566 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

Brentview Investment Management reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q1 2026 after selling out during the quarter.
Brentview Investment Management sold 200 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2026, an estimated $48.2K.
Brentview Investment Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2025 and held it in 4 quarters.
Brentview Investment Management's State Street SPDR S&P Aerospace & Defense ETF position peaked at $48.2K 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 Brentview Investment Management's 13F filing for Q1 2026, filed 14 May 2026.