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

First Foundation 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	$516K	Sell	2,034 -317	-13%	-$86.8K	0.02%	233
2025 Q4	$567K	Buy	2,351 +176	+8%	+$41.8K	0.02%	222
2025 Q3	$511K	Buy	2,175 +160	+8%	+$34.9K	0.02%	227
2025 Q2	$425K	Sell	2,015 -315	-14%	-$57.1K	0.02%	251
2025 Q1	$374K	Sell	2,330 -160	-6%	-$26.9K	0.02%	249
2024 Q4	$413K	Buy	2,490 +301	+14%	+$49.7K	0.02%	244
2024 Q3	$344K	Sell	2,189 -601	-22%	-$89.5K	0.01%	267
2024 Q2	$391K	Sell	2,790 -818	-23%	-$114K	0.01%	248
2024 Q1	$507K	Buy	3,608 +635	+21%	+$85.2K	0.02%	224
2023 Q4	$403K	Buy	2,973 +748	+34%	+$92.1K	0.02%	247
2023 Q3	$249K	Hold	2,225	–	–	0.01%	356
2023 Q2	$270K	Buy	+2,225	New	+$259K	0.01%	335

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

First Foundation Advisors's XAR Position: Q1 2026 in Review

First Foundation Advisors reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 13% in Q1 2026, selling an estimated $86.8K and leaving 2,034 shares worth $516K. The position accounts for 0.02% of the portfolio, ranked #233.

First Foundation Advisors first reported a position in XAR in Q2 2023 and has held it in 12 quarters since. The position peaked at $567K in Q4 2025. 566 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

First Foundation Advisors held 2,034 shares of State Street SPDR S&P Aerospace & Defense ETF worth $516K as of Q1 2026.
First Foundation Advisors sold 317 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2026, an estimated $86.8K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.02% of First Foundation Advisors's portfolio in Q1 2026, its #233 holding.
First Foundation Advisors first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q2 2023 and has held it in 12 quarters since.
First Foundation Advisors's State Street SPDR S&P Aerospace & Defense ETF position peaked at $567K in Q4 2025.
566 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.

Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.