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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$366K Sell
1,442
-720
-33% -$197K 0.01% 547
2025
Q4
$522K Sell
2,162
-3,550
-62% -$844K 0.02% 426
2025
Q3
$1.34M Buy
5,712
+3,617
+173% +$789K 0.05% 244
2025
Q2
$442K Sell
2,095
-56
-3% -$10.2K 0.02% 430
2025
Q1
$346K Buy
2,151
+2,096
+3,811% +$352K 0.01% 507
2024
Q4
$9.12K Sell
55
-32
-37% -$5.28K ﹤0.01% 1498
2024
Q3
$13.7K Sell
87
-609
-88% -$90.7K ﹤0.01% 1336
2024
Q2
$97.5K Buy
696
+34
+5% +$4.74K ﹤0.01% 776
2024
Q1
$93K Buy
662
+396
+149% +$53.1K ﹤0.01% 776
2023
Q4
$37K Buy
+266
New +$32.8K ﹤0.01% 636

Other funds holding XAR

GeoWealth Management's XAR Position: Q1 2026 in Review

GeoWealth Management reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 33% in Q1 2026, selling an estimated $197K and leaving 1,442 shares worth $366K. The position accounts for 0.01% of the portfolio, ranked #547.

GeoWealth Management first reported a position in XAR in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.34M in Q3 2025. 566 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

  • GeoWealth Management held 1,442 shares of State Street SPDR S&P Aerospace & Defense ETF worth $366K as of Q1 2026.
  • GeoWealth Management sold 720 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2026, an estimated $197K.
  • State Street SPDR S&P Aerospace & Defense ETF made up 0.01% of GeoWealth Management's portfolio in Q1 2026, its #547 holding.
  • GeoWealth 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.
  • GeoWealth Management's State Street SPDR S&P Aerospace & Defense ETF position peaked at $1.34M in Q3 2025.
  • 566 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.