Calton & Associates’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Calton & Associates’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	$339K	Buy	1,336 +304	+29%	+$83.3K	0.05%	298
2025 Q4	$249K	Buy	1,032 +170	+20%	+$40.4K	0.04%	376
2025 Q3	$203K	Buy	+862	New	+$188K	0.03%	405
2020 Q1	–	Sell	-2,070	Closed	-$226K	–	385
2019 Q4	$226K	Buy	+2,070	New	+$224K	0.05%	312
2018 Q1	–	Sell	-70	Closed	-$6K	–	1286
2017 Q4	$6K	Buy	+70	New	+$5.72K	﹤0.01%	1217

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

Calton & Associates's XAR Position: Q1 2026 in Review

Calton & Associates increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 29% in Q1 2026, buying an estimated $83.3K and bringing the position to 1,336 shares worth $339K. The position accounts for 0.05% of the portfolio, ranked #298.

Calton & Associates first reported a position in XAR in Q4 2017 and has held it in 5 quarters since. 566 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

Calton & Associates held 1,336 shares of State Street SPDR S&P Aerospace & Defense ETF worth $339K as of Q1 2026.
Calton & Associates bought 304 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2026, an estimated $83.3K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.05% of Calton & Associates's portfolio in Q1 2026, its #298 holding.
Calton & Associates first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2017 and has held it in 5 quarters since.
566 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.

Based on Calton & Associates's 13F filing for Q1 2026, filed 13 May 2026.