Curi RMB Capital’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Curi RMB Capital’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	$1.67M	Hold	5,876	–	–	0.03%	374
2026 Q1	$1.49M	Hold	5,876	–	–	0.03%	381
2025 Q4	$1.42M	Hold	5,876	–	–	0.02%	399
2025 Q3	$1.38M	Hold	5,876	–	–	0.03%	381
2025 Q2	$1.24M	Buy	5,876 +1,402	+31%	+$254K	0.02%	388
2025 Q1	$719K	Sell	4,474 -1,445	-24%	-$243K	0.02%	353
2024 Q4	$981K	Buy	5,919 +2,414	+69%	+$398K	0.02%	339
2024 Q3	$551K	Hold	3,505	–	–	0.01%	416
2024 Q2	$491K	Hold	3,505	–	–	0.01%	427
2024 Q1	$492K	Hold	3,505	–	–	0.01%	435
2023 Q4	$475K	Hold	3,505	–	–	0.01%	390
2023 Q3	$393K	Hold	3,505	–	–	0.01%	394
2023 Q2	$426K	Hold	3,505	–	–	0.01%	396
2023 Q1	$410K	Hold	3,505	–	–	0.01%	386
2022 Q4	$386K	Hold	3,505	–	–	0.01%	388
2022 Q3	$321K	Hold	3,505	–	–	0.01%	403
2022 Q2	$353K	Buy	+3,505	New	+$386K	0.01%	397

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

Curi RMB Capital's XAR Position: Q2 2026 in Review

Curi RMB Capital held its State Street SPDR S&P Aerospace & Defense ETF (XAR) position steady in Q2 2026 at 5,876 shares worth $1.67M. The position accounts for 0.03% of the portfolio, ranked #374.

Curi RMB Capital first reported a position in XAR in Q2 2022 and has held it in 17 quarters since. 617 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Curi RMB Capital held 5,876 shares of State Street SPDR S&P Aerospace & Defense ETF worth $1.67M as of Q2 2026.
Curi RMB Capital left its State Street SPDR S&P Aerospace & Defense ETF share count unchanged in Q2 2026.
State Street SPDR S&P Aerospace & Defense ETF made up 0.03% of Curi RMB Capital's portfolio in Q2 2026, its #374 holding.
Curi RMB Capital first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q2 2022 and has held it in 17 quarters since.
617 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.