Harbour Investments’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Harbour Investments’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	$1.19M	Buy	4,685 +4,095	+694%	+$1.12M	0.02%	700
2025 Q4	$142K	Buy	590 +539	+1,057%	+$128K	﹤0.01%	1456
2025 Q3	$11.9K	Sell	51 -38	-43%	-$8.29K	﹤0.01%	2600
2025 Q2	$18.7K	Sell	89 -60	-40%	-$10.9K	﹤0.01%	2262
2025 Q1	$24K	Sell	149 -100	-40%	-$16.8K	﹤0.01%	2111
2024 Q4	$41.3K	Sell	249 -7	-3%	-$1.16K	﹤0.01%	1809
2024 Q3	$40.2K	Sell	256 -411	-62%	-$61.2K	﹤0.01%	1764
2024 Q2	$93.3K	Buy	667 +431	+183%	+$60.1K	﹤0.01%	1275
2024 Q1	$33.2K	Hold	236	–	–	﹤0.01%	1725
2023 Q4	$32K	Sell	236 -21	-8%	-$2.59K	﹤0.01%	1653
2023 Q3	$28.8K	Sell	257 -17	-6%	-$2.04K	﹤0.01%	1592
2023 Q2	$33.4K	Sell	274 -1,719	-86%	-$200K	﹤0.01%	1539
2023 Q1	$233K	Buy	1,993 +45	+2%	+$5.23K	0.01%	716
2022 Q4	$214K	Buy	1,948 +10	+0.5%	+$1.06K	0.01%	721
2022 Q3	$195K	Hold	1,938	–	–	0.01%	703
2022 Q2	$195K	Buy	+1,938	New	+$214K	0.01%	703
2021 Q4	$27K	Sell	233 -1,882	-89%	-$224K	﹤0.01%	1541
2021 Q3	$252K	Sell	2,115 -1,007	-32%	-$124K	0.01%	913
2021 Q2	$413K	Buy	3,122 +72	+2%	+$9.25K	0.01%	755
2021 Q1	$383K	Buy	+3,050	New	+$369K	0.01%	715

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

Harbour Investments's XAR Position: Q1 2026 in Review

Harbour Investments increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 694% in Q1 2026, buying an estimated $1.12M and bringing the position to 4,685 shares worth $1.19M. The position accounts for 0.02% of the portfolio, ranked #700.

Harbour Investments first reported a position in XAR in Q1 2021 and has held it in 20 quarters since. 566 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

Harbour Investments held 4,685 shares of State Street SPDR S&P Aerospace & Defense ETF worth $1.19M as of Q1 2026.
Harbour Investments bought 4,095 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2026, an estimated $1.12M.
State Street SPDR S&P Aerospace & Defense ETF made up 0.02% of Harbour Investments's portfolio in Q1 2026, its #700 holding.
Harbour Investments first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2021 and has held it in 20 quarters since.
566 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.