Clearstead Advisors’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Clearstead Advisors’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	$765K	Buy	3,011 +505	+20%	+$138K	0.01%	603
2025 Q4	$605K	Hold	2,506	–	–	0.01%	602
2025 Q3	$589K	Buy	2,506 +1	+0%	+$218	0.01%	582
2025 Q2	$528K	Sell	2,505 -135	-5%	-$24.5K	0.01%	598
2025 Q1	$424K	Buy	2,640 +8	+0.3%	+$1.34K	0.01%	623
2024 Q4	$436K	Buy	2,632 +200	+8%	+$33K	0.01%	617
2024 Q3	$383K	Buy	2,432 +1,349	+125%	+$201K	0.01%	640
2024 Q2	$152K	Buy	1,083 +307	+40%	+$42.8K	﹤0.01%	900
2024 Q1	$110K	Hold	776	–	–	0.01%	588
2023 Q4	$105K	Sell	776 -776	-50%	-$95.6K	0.01%	575
2023 Q3	$174K	Buy	1,552 +776	+100%	+$92.9K	0.01%	603
2023 Q2	$94.3K	Hold	776	–	–	0.01%	590
2023 Q1	$90.7K	Hold	776	–	–	0.01%	526
2022 Q4	$85.4K	Hold	776	–	–	0.01%	529
2022 Q3	$71K	Hold	776	–	–	0.01%	541
2022 Q2	$78K	Hold	776	–	–	0.01%	535
2022 Q1	$97K	Hold	776	–	–	0.01%	556
2021 Q4	$90K	Hold	776	–	–	0.01%	552
2021 Q3	$93K	Hold	776	–	–	0.01%	497
2021 Q2	$103K	Hold	776	–	–	0.01%	447
2021 Q1	$97K	Hold	776	–	–	0.01%	444
2020 Q4	$89K	Hold	776	–	–	0.01%	439
2020 Q3	$68K	Hold	776	–	–	0.01%	424
2020 Q2	$68K	Hold	776	–	–	0.01%	400
2020 Q1	$59K	Buy	+776	New	+$79.8K	0.01%	385

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

Clearstead Advisors's XAR Position: Q1 2026 in Review

Clearstead Advisors increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 20% in Q1 2026, buying an estimated $138K and bringing the position to 3,011 shares worth $765K. The position accounts for 0.01% of the portfolio, ranked #603.

Clearstead Advisors first reported a position in XAR in Q1 2020 and has held it in 25 quarters since. 566 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

Clearstead Advisors held 3,011 shares of State Street SPDR S&P Aerospace & Defense ETF worth $765K as of Q1 2026.
Clearstead Advisors bought 505 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2026, an estimated $138K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.01% of Clearstead Advisors's portfolio in Q1 2026, its #603 holding.
Clearstead Advisors first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2020 and has held it in 25 quarters since.
566 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.