Howe & Rusling’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Howe & Rusling’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	$4.26K	Buy	+15	New	+$4.06K	﹤0.01%	459
2017 Q1	–	Sell	-94	Closed	-$6K	–	1063
2016 Q4	$6K	Buy	+94	New	+$5.77K	﹤0.01%	640

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

Howe & Rusling's XAR Position: Q2 2026 in Review

Howe & Rusling opened a new position in State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q2 2026: 15 shares worth $4.26K. The stake represents ﹤0.01% of the portfolio and ranks #459 among its holdings. This is a return to the name: Howe & Rusling previously reported a position in XAR as recently as Q4 2016.

Howe & Rusling first reported a position in XAR in Q4 2016 and has held it in 2 quarters since. The position peaked at $6K in Q4 2016. 616 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Howe & Rusling held 15 shares of State Street SPDR S&P Aerospace & Defense ETF worth $4.26K as of Q2 2026.
State Street SPDR S&P Aerospace & Defense ETF was a new Howe & Rusling position in Q2 2026.
State Street SPDR S&P Aerospace & Defense ETF made up ﹤0.01% of Howe & Rusling's portfolio in Q2 2026, its #459 holding.
Howe & Rusling first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2016 and has held it in 2 quarters since.
Howe & Rusling's State Street SPDR S&P Aerospace & Defense ETF position peaked at $6K in Q4 2016.
616 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.