Hobart Private Capital’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Hobart Private Capital’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 Q2	$4.98M	Buy	17,531 +3,170	+22%	+$857K	0.85%	37
2026 Q1	$3.65M	Buy	14,361 +1,511	+12%	+$414K	0.72%	43
2025 Q4	$3.1M	Buy	12,850 +82	+0.6%	+$19.5K	0.6%	43
2025 Q3	$3M	Buy	+12,768	New	+$2.79M	0.63%	39

Other funds holding XAR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

Hobart Private Capital's XAR Position: Q2 2026 in Review

Hobart Private Capital increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 22% in Q2 2026, buying an estimated $857K and bringing the position to 17,531 shares worth $4.98M. The position accounts for 0.85% of the portfolio, ranked #37.

Hobart Private Capital first reported a position in XAR in Q3 2025 and has held it in 4 quarters since. 615 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Hobart Private Capital held 17,531 shares of State Street SPDR S&P Aerospace & Defense ETF worth $4.98M as of Q2 2026.
Hobart Private Capital bought 3,170 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $857K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.85% of Hobart Private Capital's portfolio in Q2 2026, its #37 holding.
Hobart Private Capital first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2025 and has held it in 4 quarters since.
615 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Hobart Private Capital's 13F filing for Q2 2026, filed 6 Jul 2026.