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

Capital Analysts 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
Q1 		$807K Buy
3,177
+233
+8% +$63.8K 0.02% 365
2025
Q4 		$710K Buy
2,944
+182
+7% +$43.3K 0.02% 366
2025
Q3 		$649K Sell
2,762
-24
-0.9% -$5.24K 0.02% 383
2025
Q2 		$588K Sell
2,786
-44
-2% -$7.97K 0.02% 366
2025
Q1 		$455K Buy
2,830
+38
+1% +$6.39K 0.02% 386
2024
Q4 		$463K Buy
2,792
+31
+1% +$5.12K 0.02% 341
2024
Q3 		$434K Buy
2,761
+271
+11% +$40.4K 0.02% 347
2024
Q2 		$349K Buy
2,490
+83
+3% +$11.6K 0.02% 380
2024
Q1 		$338K Buy
2,407
+15
+0.6% +$2.01K 0.02% 367
2023
Q4 		$324K Buy
2,392
+1,567
+190% +$193K 0.02% 363
2023
Q3 		$93K Buy
+825
New +$98.7K 0.01% 500
2020
Q1 		– Sell
-282
Closed -$31K – 750
2019
Q4 		$31K Buy
+282
New +$30.5K ﹤0.01% 452
2019
Q1 		– Sell
-16
Closed -$1K – 691
2018
Q4 		$1K Hold
16
– – ﹤0.01% 585
2018
Q3 		$2K Hold
16
– – ﹤0.01% 529
2018
Q2 		$1K Buy
+16
New +$1.41K ﹤0.01% 564

Other funds holding XAR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mirae Asset Global Investments
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

Capital Analysts LLC's XAR Position: Q1 2026 in Review

Capital Analysts LLC increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 7.9% in Q1 2026, buying an estimated $63.8K and bringing the position to 3,177 shares worth $807K. The position accounts for 0.02% of the portfolio, ranked #365.

Capital Analysts LLC first reported a position in XAR in Q2 2018 and has held it in 15 quarters since. 566 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

  • Capital Analysts LLC held 3,177 shares of State Street SPDR S&P Aerospace & Defense ETF worth $807K as of Q1 2026.
  • Capital Analysts LLC bought 233 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2026, an estimated $63.8K.
  • State Street SPDR S&P Aerospace & Defense ETF made up 0.02% of Capital Analysts LLC's portfolio in Q1 2026, its #365 holding.
  • Capital Analysts LLC first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q2 2018 and has held it in 15 quarters since.
  • 566 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.