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

FAS Wealth Partners’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	$82.7K	Buy	326 +1	+0.3%	+$274	0.01%	375
2025 Q4	$78.5K	Hold	325	–	–	0.01%	375
2025 Q3	$76.4K	Buy	325 +1	+0.3%	+$218	0.01%	354
2025 Q2	$68.4K	Hold	324	–	–	0.01%	355
2025 Q1	$52.1K	Hold	324	–	–	﹤0.01%	339
2024 Q4	$53.7K	Buy	324 +1	+0.3%	+$165	﹤0.01%	344
2024 Q3	$50.8K	Buy	323 +1	+0.3%	+$149	﹤0.01%	352
2024 Q2	$45.1K	Hold	322	–	–	﹤0.01%	344
2024 Q1	$45.2K	Hold	322	–	–	﹤0.01%	351
2023 Q4	$43.6K	Buy	322 +1	+0.3%	+$123	﹤0.01%	344
2023 Q3	$36K	Buy	321 +1	+0.3%	+$120	﹤0.01%	340
2023 Q2	$38.9K	Hold	320	–	–	﹤0.01%	320
2023 Q1	$37.4K	Hold	320	–	–	﹤0.01%	346
2022 Q4	$35.2K	Buy	320 +1	+0.3%	+$106	﹤0.01%	339
2022 Q3	$29K	Hold	319	–	–	﹤0.01%	335
2022 Q2	$32K	Buy	319 +1	+0.3%	+$110	﹤0.01%	334
2022 Q1	$40K	Hold	318	–	–	﹤0.01%	333
2021 Q4	$37K	Hold	318	–	–	﹤0.01%	346
2021 Q3	$38K	Hold	318	–	–	﹤0.01%	344
2021 Q2	$42K	Buy	318 +1	+0.3%	+$128	﹤0.01%	326
2021 Q1	$40K	Buy	317 +1	+0.3%	+$121	﹤0.01%	300
2020 Q4	$36K	Buy	316 +1	+0.3%	+$101	﹤0.01%	296
2020 Q3	$28K	Buy	+315	New	+$27.9K	﹤0.01%	283

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 $67.7B AUM 51.91% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

FAS Wealth Partners's XAR Position: Q1 2026 in Review

FAS Wealth Partners increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 0.31% in Q1 2026, buying an estimated $274 and bringing the position to 326 shares worth $82.7K. The position accounts for 0.01% of the portfolio, ranked #375.

FAS Wealth Partners first reported a position in XAR in Q3 2020 and has held it in 23 quarters since. 566 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

FAS Wealth Partners held 326 shares of State Street SPDR S&P Aerospace & Defense ETF worth $82.7K as of Q1 2026.
FAS Wealth Partners bought 1 State Street SPDR S&P Aerospace & Defense ETF share in Q1 2026, an estimated $274.
State Street SPDR S&P Aerospace & Defense ETF made up 0.01% of FAS Wealth Partners's portfolio in Q1 2026, its #375 holding.
FAS Wealth Partners first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2020 and has held it in 23 quarters since.
566 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.

Based on FAS Wealth Partners's 13F filing for Q1 2026, filed 10 Jun 2026.