Chancellor Financial Group WB’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Chancellor Financial Group WB’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	$422K	Hold	1,660	–	–	0.3%	70
2025 Q4	$400K	Hold	1,660	–	–	0.27%	70
2025 Q3	$390K	Hold	1,660	–	–	0.28%	70
2025 Q2	$350K	Hold	1,660	–	–	0.27%	77
2025 Q1	$267K	Buy	+1,660	New	+$279K	0.22%	90

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 $67.7B AUM 51.91% 1-Year Est. Return

HCMG

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

Chancellor Financial Group WB's XAR Position: Q1 2026 in Review

Chancellor Financial Group WB held its State Street SPDR S&P Aerospace & Defense ETF (XAR) position steady in Q1 2026 at 1,660 shares worth $422K. The position accounts for 0.3% of the portfolio, ranked #70.

Chancellor Financial Group WB first reported a position in XAR in Q1 2025 and has held it in 5 quarters since. 567 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

Chancellor Financial Group WB held 1,660 shares of State Street SPDR S&P Aerospace & Defense ETF worth $422K as of Q1 2026.
Chancellor Financial Group WB 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 0.3% of Chancellor Financial Group WB's portfolio in Q1 2026, its #70 holding.
Chancellor Financial Group WB first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2025 and has held it in 5 quarters since.
567 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.

Based on Chancellor Financial Group WB's 13F filing for Q1 2026, filed 14 May 2026.