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

Evercore Wealth 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 Q1	$1.49M	Buy	5,863 +2,245	+62%	+$615K	0.02%	181
2025 Q4	$873K	Sell	3,618 -2,625	-42%	-$624K	0.01%	226
2025 Q3	$1.47M	Buy	6,243 +120	+2%	+$26.2K	0.02%	188
2025 Q2	$1.29M	Hold	6,123	–	–	0.02%	190
2025 Q1	$984K	Hold	6,123	–	–	0.02%	219
2024 Q4	$1.02M	Sell	6,123 -800	-12%	-$132K	0.02%	216
2024 Q3	$1.09M	Sell	6,923 -1,600	-19%	-$238K	0.02%	215
2024 Q2	$1.19M	Hold	8,523	–	–	0.02%	205
2024 Q1	$1.2M	Buy	8,523 +1,600	+23%	+$215K	0.02%	203
2023 Q4	$938K	Hold	6,923	–	–	0.02%	222
2023 Q3	$776K	Buy	6,923 +282	+4%	+$33.8K	0.01%	230
2023 Q2	$807K	Buy	6,641 +1,000	+18%	+$116K	0.01%	235
2023 Q1	$659K	Buy	5,641 +941	+20%	+$109K	0.01%	246
2022 Q4	$517K	Hold	4,700	–	–	0.01%	264
2022 Q3	$431K	Sell	4,700 -4,317	-48%	-$451K	0.01%	271
2022 Q2	$907K	Buy	9,017 +2,160	+32%	+$238K	0.02%	216
2022 Q1	$855K	Buy	+6,857	New	+$805K	0.02%	241

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

Evercore Wealth Management's XAR Position: Q1 2026 in Review

Evercore Wealth Management increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 62% in Q1 2026, buying an estimated $615K and bringing the position to 5,863 shares worth $1.49M. The position accounts for 0.02% of the portfolio, ranked #181.

Evercore Wealth Management first reported a position in XAR in Q1 2022 and has held it in 17 quarters since. 566 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

Evercore Wealth Management held 5,863 shares of State Street SPDR S&P Aerospace & Defense ETF worth $1.49M as of Q1 2026.
Evercore Wealth Management bought 2,245 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2026, an estimated $615K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.02% of Evercore Wealth Management's portfolio in Q1 2026, its #181 holding.
Evercore Wealth Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2022 and has held it in 17 quarters since.
566 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.