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Heritage Wealth Management (Ohio)’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Heritage Wealth Management (Ohio)’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 		$225K Hold
884
– – 0.11% 140
2025
Q4 		$213K Hold
884
– – 0.06% 244
2025
Q3 		$208K Buy
+884
New +$193K 0.06% 237

Other funds holding XAR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mirae Asset Global Investments
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

Heritage Wealth Management (Ohio)'s XAR Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) held its State Street SPDR S&P Aerospace & Defense ETF (XAR) position steady in Q1 2026 at 884 shares worth $225K. The position accounts for 0.11% of the portfolio, ranked #140.

Heritage Wealth Management (Ohio) first reported a position in XAR in Q3 2025 and has held it in 3 quarters since. 566 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

  • Heritage Wealth Management (Ohio) held 884 shares of State Street SPDR S&P Aerospace & Defense ETF worth $225K as of Q1 2026.
  • Heritage Wealth Management (Ohio) left its State Street SPDR S&P Aerospace & Defense ETF share count unchanged in Q1 2026.
  • State Street SPDR S&P Aerospace & Defense ETF made up 0.11% of Heritage Wealth Management (Ohio)'s portfolio in Q1 2026, its #140 holding.
  • Heritage Wealth Management (Ohio) first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2025 and has held it in 3 quarters since.
  • 566 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.