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

Focus Partners 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	$12.2M	Sell	48,205 -832	-2%	-$228K	0.01%	654
2025 Q4	$11.8M	Buy	49,037 +4,392	+10%	+$1.04M	0.01%	648
2025 Q3	$10.5M	Sell	44,645 -700	-2%	-$153K	0.02%	548
2025 Q2	$9.57M	Sell	45,345 -1,069	-2%	-$194K	0.02%	508
2025 Q1	$7.46M	Sell	46,414 -43,810	-49%	-$7.36M	0.02%	527
2024 Q4	$15M	Buy	90,224 +88,570	+5,355%	+$14.6M	0.04%	377
2024 Q3	$260K	Sell	1,654 -87,368	-98%	-$13M	﹤0.01%	1377
2024 Q2	$12.9M	Buy	89,022 +49,955	+128%	+$6.97M	0.04%	317
2024 Q1	$5.35M	Buy	+39,067	New	+$5.24M	0.04%	313

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

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

Focus Partners Wealth reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 1.7% in Q1 2026, selling an estimated $228K and leaving 48,205 shares worth $12.2M. The position accounts for 0.01% of the portfolio, ranked #654.

Focus Partners Wealth first reported a position in XAR in Q1 2024 and has held it in 9 quarters since. The position peaked at $15M in Q4 2024. 566 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

Focus Partners Wealth held 48,205 shares of State Street SPDR S&P Aerospace & Defense ETF worth $12.2M as of Q1 2026.
Focus Partners Wealth sold 832 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2026, an estimated $228K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #654 holding.
Focus Partners Wealth first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2024 and has held it in 9 quarters since.
Focus Partners Wealth's State Street SPDR S&P Aerospace & Defense ETF position peaked at $15M in Q4 2024.
566 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.

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