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

Evoke Wealth’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	$368K	Hold	1,450	–	–	0.01%	485
2025 Q4	$350K	Hold	1,450	–	–	0.01%	482
2025 Q3	$341K	Hold	1,450	–	–	0.01%	479
2025 Q2	$306K	Hold	1,450	–	–	0.01%	454
2025 Q1	$233K	Hold	1,450	–	–	0.01%	392
2024 Q4	$240K	Hold	1,450	–	–	0.01%	380
2024 Q3	$228K	Hold	1,450	–	–	0.01%	377
2024 Q2	$203K	Buy	+1,450	New	+$202K	0.24%	83

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

Evoke Wealth's XAR Position: Q1 2026 in Review

Evoke Wealth held its State Street SPDR S&P Aerospace & Defense ETF (XAR) position steady in Q1 2026 at 1,450 shares worth $368K. The position accounts for 0.01% of the portfolio, ranked #485.

Evoke Wealth first reported a position in XAR in Q2 2024 and has held it in 8 quarters since. 566 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

Evoke Wealth held 1,450 shares of State Street SPDR S&P Aerospace & Defense ETF worth $368K as of Q1 2026.
Evoke Wealth left its State Street SPDR S&P Aerospace & Defense ETF share count unchanged in Q1 2026.
State Street SPDR S&P Aerospace & Defense ETF made up 0.01% of Evoke Wealth's portfolio in Q1 2026, its #485 holding.
Evoke Wealth first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q2 2024 and has held it in 8 quarters since.
566 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.

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