FWL Investment Management’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

FWL Investment Management’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	$242K	Buy	953 +41	+4%	+$11.2K	0.05%	96
2025 Q4	$220K	Buy	912 +68	+8%	+$16.2K	0.05%	84
2025 Q3	$198K	Sell	844 -5	-0.6%	-$1.09K	0.05%	85
2025 Q2	$179K	Buy	849 +81	+11%	+$14.7K	0.05%	92
2025 Q1	$123K	Buy	768 +184	+32%	+$30.9K	0.05%	98
2024 Q4	$96.8K	Buy	584 +444	+317%	+$73.3K	0.04%	114
2024 Q3	$22K	Buy	140 +11	+9%	+$1.64K	0.01%	178
2024 Q2	$18.1K	Sell	129 -26	-17%	-$3.63K	0.01%	160
2024 Q1	$21.8K	Buy	155 +5	+3%	+$671	0.01%	132
2023 Q4	$20.3K	Buy	+150	New	+$18.5K	0.01%	131

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

FWL Investment Management's XAR Position: Q1 2026 in Review

FWL Investment Management increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 4.5% in Q1 2026, buying an estimated $11.2K and bringing the position to 953 shares worth $242K. The position accounts for 0.05% of the portfolio, ranked #96.

FWL Investment Management first reported a position in XAR in Q4 2023 and has held it in 10 quarters since. 566 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

FWL Investment Management held 953 shares of State Street SPDR S&P Aerospace & Defense ETF worth $242K as of Q1 2026.
FWL Investment Management bought 41 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2026, an estimated $11.2K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.05% of FWL Investment Management's portfolio in Q1 2026, its #96 holding.
FWL Investment Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2023 and has held it in 10 quarters since.
566 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.

Based on FWL Investment Management's 13F filing for Q1 2026, filed 15 May 2026.