Chicago Partners Investment Group’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Chicago Partners Investment Group’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	$303K	Buy	+1,119	New	+$303K	0.01%	1244
2017 Q4	–	Sell	-300	Closed	-$24K	–	963
2017 Q3	$24K	Buy	+300	New	+$22.4K	﹤0.01%	591

Other funds holding XAR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Chicago Partners Investment Group's XAR Position: Q2 2026 in Review

Chicago Partners Investment Group opened a new position in State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q2 2026: 1,119 shares worth $303K. The stake represents 0.01% of the portfolio and ranks #1244 among its holdings. This is a return to the name: Chicago Partners Investment Group previously reported a position in XAR as recently as Q3 2017.

Chicago Partners Investment Group first reported a position in XAR in Q3 2017 and has held it in 2 quarters since. 618 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Chicago Partners Investment Group held 1,119 shares of State Street SPDR S&P Aerospace & Defense ETF worth $303K as of Q2 2026.
State Street SPDR S&P Aerospace & Defense ETF was a new Chicago Partners Investment Group position in Q2 2026.
State Street SPDR S&P Aerospace & Defense ETF made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1244 holding.
Chicago Partners Investment Group first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2017 and has held it in 2 quarters since.
618 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.