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

DHJJ Financial 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	$69.1K	Buy	272 +270	+13,500%	+$73.9K	0.02%	347
2025 Q4	$483	Hold	2	–	–	﹤0.01%	858
2025 Q3	$470	Hold	2	–	–	﹤0.01%	833
2025 Q2	$422	Hold	2	–	–	﹤0.01%	820
2025 Q1	$322	Hold	2	–	–	﹤0.01%	798
2024 Q4	$332	Hold	2	–	–	﹤0.01%	764
2024 Q3	$315	Hold	2	–	–	﹤0.01%	753
2024 Q2	$280	Hold	2	–	–	﹤0.01%	714
2024 Q1	$282	Hold	2	–	–	﹤0.01%	702
2023 Q4	$271	Hold	2	–	–	﹤0.01%	691
2023 Q3	$225	Buy	+2	New	+$239	﹤0.01%	703

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

DHJJ Financial Advisors's XAR Position: Q1 2026 in Review

DHJJ Financial Advisors increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 13,500% in Q1 2026, buying an estimated $73.9K and bringing the position to 272 shares worth $69.1K. The position accounts for 0.02% of the portfolio, ranked #347.

DHJJ Financial Advisors first reported a position in XAR in Q3 2023 and has held it in 11 quarters since. 566 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

DHJJ Financial Advisors held 272 shares of State Street SPDR S&P Aerospace & Defense ETF worth $69.1K as of Q1 2026.
DHJJ Financial Advisors bought 270 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2026, an estimated $73.9K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.02% of DHJJ Financial Advisors's portfolio in Q1 2026, its #347 holding.
DHJJ Financial Advisors first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2023 and has held it in 11 quarters since.
566 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.