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

Chatterton & 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
Q2 		$251K Buy
917
+96
+12% +$26K 0.15% 89
2026
Q1 		$221K Buy
+821
New +$225K 0.15% 91

Other funds holding XAR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
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
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
WG
Warner Group Madison, Connecticut $406M AUM 46.13% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return

Chatterton & Associates's XAR Position: Q2 2026 in Review

Chatterton & Associates increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 12% in Q2 2026, buying an estimated $26K and bringing the position to 917 shares worth $251K. The position accounts for 0.15% of the portfolio, ranked #89.

Chatterton & Associates first reported a position in XAR in Q1 2026 and has held it in 2 quarters since. 376 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

  • Chatterton & Associates held 917 shares of State Street SPDR S&P Aerospace & Defense ETF worth $251K as of Q2 2026.
  • Chatterton & Associates bought 96 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $26K.
  • State Street SPDR S&P Aerospace & Defense ETF made up 0.15% of Chatterton & Associates's portfolio in Q2 2026, its #89 holding.
  • Chatterton & Associates first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2026 and has held it in 2 quarters since.
  • 376 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Chatterton & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.