Herbst Group’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Herbst Group’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	$356K	Buy	+1,540	New	+$407K	0.2%	62

Other funds holding XAR

Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return

Enclave Advisors Austin, Texas $793M AUM 15.91% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Bourgeon Capital Management Darien, Connecticut $696M AUM 39.92% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Southern Capital Services Daphne, Alabama $176M AUM 16.02% 1-Year Est. Return

Herbst Group's XAR Position: Q3 2026 in Review

Herbst Group opened a new position in State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q3 2026: 1,540 shares worth $356K. The stake represents 0.2% of the portfolio and ranks #62 among its holdings.

145 funds tracked by Wall St. Rank hold XAR as of Q3 2026.

Herbst Group held 1,540 shares of State Street SPDR S&P Aerospace & Defense ETF worth $356K as of Q3 2026.
State Street SPDR S&P Aerospace & Defense ETF was a new Herbst Group position in Q3 2026.
State Street SPDR S&P Aerospace & Defense ETF made up 0.2% of Herbst Group's portfolio in Q3 2026, its #62 holding.
145 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q3 2026.

Based on Herbst Group's 13F filing for Q3 2026, filed 20 Oct 2026.