Focus Financial Network
XAR icon

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

Focus Financial Network’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
Q3 		$765K Buy
3,309
+169
+5% +$44.7K 0.02% 399
2026
Q2 		$891K Buy
3,140
+166
+6% +$44.9K 0.03% 370
2026
Q1 		$755K Buy
2,974
+264
+10% +$72.3K 0.03% 367
2025
Q4 		$654K Sell
2,710
-5,402
-67% -$1.28M 0.02% 399
2025
Q3 		$1.91M Buy
8,112
+5,535
+215% +$1.21M 0.07% 218
2025
Q2 		$544K Sell
2,577
-581
-18% -$105K 0.02% 413
2025
Q1 		$507K Buy
3,158
+724
+30% +$122K 0.02% 416
2024
Q4 		$404K Buy
2,434
+62
+3% +$10.2K 0.02% 466
2024
Q3 		$373K Sell
2,372
-1,315
-36% -$196K 0.02% 487
2024
Q2 		$543K Buy
3,687
+4
+0.1% +$558 0.02% 385
2024
Q1 		$487K Sell
3,683
-1,337
-27% -$179K 0.02% 381
2023
Q4 		$680K Sell
5,020
-435
-8% -$53.6K 0.03% 386
2023
Q3 		$611K Buy
5,455
+1,901
+53% +$228K 0.03% 319
2023
Q2 		$432K Buy
+3,554
New +$413K 0.02% 393

Other funds holding XAR

Howard Capital Management Group
Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return
Enclave Advisors
Enclave Advisors Austin, Texas $793M AUM 15.9% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
WESPAC Advisors SoCal
WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Bourgeon Capital Management
Bourgeon Capital Management Darien, Connecticut $696M AUM 39.92% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Southern Capital Services
Southern Capital Services Daphne, Alabama $176M AUM 16.02% 1-Year Est. Return

Focus Financial Network's XAR Position: Q3 2026 in Review

Focus Financial Network increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 5.4% in Q3 2026, buying an estimated $44.7K and bringing the position to 3,309 shares worth $765K. The position accounts for 0.02% of the portfolio, ranked #399.

Focus Financial Network first reported a position in XAR in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.91M in Q3 2025. 175 funds tracked by Wall St. Rank hold XAR as of Q3 2026.

  • Focus Financial Network held 3,309 shares of State Street SPDR S&P Aerospace & Defense ETF worth $765K as of Q3 2026.
  • Focus Financial Network bought 169 State Street SPDR S&P Aerospace & Defense ETF shares in Q3 2026, an estimated $44.7K.
  • State Street SPDR S&P Aerospace & Defense ETF made up 0.02% of Focus Financial Network's portfolio in Q3 2026, its #399 holding.
  • Focus Financial Network first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q2 2023 and has held it in 14 quarters since.
  • Focus Financial Network's State Street SPDR S&P Aerospace & Defense ETF position peaked at $1.91M in Q3 2025.
  • 175 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.