Compass Financial Management’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Compass Financial Management’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	$93K	Sell	402 -34	-8%	-$8.98K	0.01%	607
2026 Q2	$124K	Buy	+436	New	+$118K	0.01%	519

Other funds holding XAR

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Compass Financial Management's XAR Position: Q3 2026 in Review

Compass Financial Management reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 7.8% in Q3 2026, selling an estimated $8.98K and leaving 402 shares worth $93K. The position accounts for 0.01% of the portfolio, ranked #607.

Compass Financial Management first reported a position in XAR in Q2 2026 and has held it in 2 quarters since. The position peaked at $124K in Q2 2026. 545 funds tracked by Wall St. Rank hold XAR as of Q3 2026.

Compass Financial Management held 402 shares of State Street SPDR S&P Aerospace & Defense ETF worth $93K as of Q3 2026.
Compass Financial Management sold 34 State Street SPDR S&P Aerospace & Defense ETF shares in Q3 2026, an estimated $8.98K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.01% of Compass Financial Management's portfolio in Q3 2026, its #607 holding.
Compass Financial Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q2 2026 and has held it in 2 quarters since.
Compass Financial Management's State Street SPDR S&P Aerospace & Defense ETF position peaked at $124K in Q2 2026.
545 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.