CAP Partners LLC’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

CAP Partners LLC’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	$805K	Buy	2,838 +291	+11%	+$78.7K	0.39%	61
2026 Q1	$647K	Buy	2,547 +847	+50%	+$232K	0.37%	67
2025 Q4	$410K	Buy	1,700 +353	+26%	+$83.9K	0.23%	92
2025 Q3	$317K	Buy	+1,347	New	+$294K	0.18%	106

Other funds holding XAR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HCMG

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

CAP Partners LLC's XAR Position: Q2 2026 in Review

CAP Partners LLC increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 11% in Q2 2026, buying an estimated $78.7K and bringing the position to 2,838 shares worth $805K. The position accounts for 0.39% of the portfolio, ranked #61.

CAP Partners LLC first reported a position in XAR in Q3 2025 and has held it in 4 quarters since. 614 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

CAP Partners LLC held 2,838 shares of State Street SPDR S&P Aerospace & Defense ETF worth $805K as of Q2 2026.
CAP Partners LLC bought 291 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $78.7K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.39% of CAP Partners LLC's portfolio in Q2 2026, its #61 holding.
CAP Partners LLC first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2025 and has held it in 4 quarters since.
614 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on CAP Partners LLC's 13F filing for Q2 2026, filed 30 Jul 2026.