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

Congress Asset 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 		$7.56M Buy
32,677
+31,819
+3,709% +$8.41M 0.05% 243
2026
Q2 		$243K Buy
+858
New +$232K ﹤0.01% 362

Other funds holding XAR

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
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
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

Congress Asset Management's XAR Position: Q3 2026 in Review

Congress Asset Management increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 3,709% in Q3 2026, buying an estimated $8.41M and bringing the position to 32,677 shares worth $7.56M. The position accounts for 0.05% of the portfolio, ranked #243.

Congress Asset Management first reported a position in XAR in Q2 2026 and has held it in 2 quarters since. 25 funds tracked by Wall St. Rank hold XAR as of Q3 2026.

  • Congress Asset Management held 32,677 shares of State Street SPDR S&P Aerospace & Defense ETF worth $7.56M as of Q3 2026.
  • Congress Asset Management bought 31,819 State Street SPDR S&P Aerospace & Defense ETF shares in Q3 2026, an estimated $8.41M.
  • State Street SPDR S&P Aerospace & Defense ETF made up 0.05% of Congress Asset Management's portfolio in Q3 2026, its #243 holding.
  • Congress Asset 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.
  • 25 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.