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

Confluence Investment 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 		$14.6M Buy
+63,282
New +$16.7M 0.25% 91

Other funds holding XAR

AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return
FIG
FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return
CAM
Cypress Asset Management Houston, Texas $506M AUM 36.14% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

Confluence Investment Management's XAR Position: Q3 2026 in Review

Confluence Investment Management opened a new position in State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q3 2026: 63,282 shares worth $14.6M. The stake represents 0.25% of the portfolio and ranks #91 among its holdings.

25 funds tracked by Wall St. Rank hold XAR as of Q3 2026.

  • Confluence Investment Management held 63,282 shares of State Street SPDR S&P Aerospace & Defense ETF worth $14.6M as of Q3 2026.
  • State Street SPDR S&P Aerospace & Defense ETF was a new Confluence Investment Management position in Q3 2026.
  • State Street SPDR S&P Aerospace & Defense ETF made up 0.25% of Confluence Investment Management's portfolio in Q3 2026, its #91 holding.
  • 25 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q3 2026.

Based on Confluence Investment Management's 13F filing for Q3 2026, filed 1 Oct 2026.