Chatterton & Associates
XAR icon

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
Q3 		$407K Buy
1,758
+841
+92% +$222K 0.19% 71
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

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Howard Capital Management Group
Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Chatterton & Associates's XAR Position: Q3 2026 in Review

Chatterton & Associates increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 92% in Q3 2026, buying an estimated $222K and bringing the position to 1,758 shares worth $407K. The position accounts for 0.19% of the portfolio, ranked #71.

Chatterton & Associates first reported a position in XAR in Q1 2026 and has held it in 3 quarters since. 545 funds tracked by Wall St. Rank hold XAR as of Q3 2026.

  • Chatterton & Associates held 1,758 shares of State Street SPDR S&P Aerospace & Defense ETF worth $407K as of Q3 2026.
  • Chatterton & Associates bought 841 State Street SPDR S&P Aerospace & Defense ETF shares in Q3 2026, an estimated $222K.
  • State Street SPDR S&P Aerospace & Defense ETF made up 0.19% of Chatterton & Associates's portfolio in Q3 2026, its #71 holding.
  • Chatterton & Associates first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2026 and has held it in 3 quarters since.
  • 545 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q3 2026.

Based on Chatterton & Associates's 13F filing for Q3 2026, filed 12 Nov 2026.