Cavalier Investments’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Cavalier Investments’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	$3.51M	Hold	13,804	–	–	0.09%	71
2025 Q4	$3.33M	Hold	13,804	–	–	0.17%	52
2025 Q3	$1.73M	Hold	13,804	–	–	0.14%	69
2025 Q2	$2.91M	Hold	13,804	–	–	0.88%	29
2025 Q1	$2.22M	Hold	13,804	–	–	0.75%	37
2024 Q4	$2.29M	Hold	13,804	–	–	0.76%	31
2024 Q3	$2.17M	Hold	13,804	–	–	0.67%	43
2024 Q2	$1.93M	Hold	13,804	–	–	0.59%	44
2024 Q1	$1.94M	Hold	13,804	–	–	0.71%	37
2023 Q4	$1.87M	Hold	13,804	–	–	0.69%	42
2023 Q3	$1.55M	Hold	13,804	–	–	0.61%	51
2023 Q2	$1.68M	Sell	13,804 -26,806	-66%	-$3.11M	0.61%	47
2023 Q1	$4.75M	Buy	40,610 +2,357	+6%	+$274K	1.94%	23
2022 Q4	$4.21M	Sell	38,253 -1,966	-5%	-$208K	1.51%	24
2022 Q3	$3.69M	Buy	+40,219	New	+$4.2M	1.33%	25
2022 Q2	–	Sell	-42,993	Closed	-$5.36M	–	100
2022 Q1	$5.36M	Buy	42,993 +3,254	+8%	+$382K	1.4%	30
2021 Q4	$4.63M	Buy	39,739 +7,095	+22%	+$844K	1.2%	35
2021 Q3	$3.89M	Buy	32,644 +5,891	+22%	+$728K	1.23%	29
2021 Q2	$3.54M	Buy	26,753 +1,706	+7%	+$219K	1.28%	26
2021 Q1	$3.15M	Buy	+25,047	New	+$3.03M	1.37%	20

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

Cavalier Investments's XAR Position: Q1 2026 in Review

Cavalier Investments held its State Street SPDR S&P Aerospace & Defense ETF (XAR) position steady in Q1 2026 at 13,804 shares worth $3.51M. The position accounts for 0.09% of the portfolio, ranked #71.

Cavalier Investments first reported a position in XAR in Q1 2021 and has held it in 20 quarters since. The position peaked at $5.36M in Q1 2022. 566 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

Cavalier Investments held 13,804 shares of State Street SPDR S&P Aerospace & Defense ETF worth $3.51M as of Q1 2026.
Cavalier Investments left its State Street SPDR S&P Aerospace & Defense ETF share count unchanged in Q1 2026.
State Street SPDR S&P Aerospace & Defense ETF made up 0.09% of Cavalier Investments's portfolio in Q1 2026, its #71 holding.
Cavalier Investments first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2021 and has held it in 20 quarters since.
Cavalier Investments's State Street SPDR S&P Aerospace & Defense ETF position peaked at $5.36M in Q1 2022.
566 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.

Based on Cavalier Investments's 13F filing for Q1 2026, filed 15 May 2026.