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Integrated Wealth Concepts’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Integrated Wealth Concepts’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 		$7.52M Buy
29,608
+3,111
+12% +$852K 0.06% 301
2025
Q4 		$6.39M Buy
26,497
+14,864
+128% +$3.53M 0.08% 240
2025
Q3 		$2.73M Buy
11,633
+283
+2% +$61.8K 0.02% 566
2025
Q2 		$2.39M Buy
11,350
+618
+6% +$112K 0.02% 559
2025
Q1 		$1.72M Buy
10,732
+1,877
+21% +$316K 0.02% 614
2024
Q4 		$1.47M Buy
8,855
+292
+3% +$48.2K 0.02% 661
2024
Q3 		$1.35M Buy
8,563
+205
+2% +$30.5K 0.02% 684
2024
Q2 		$1.17M Buy
8,358
+528
+7% +$73.7K 0.02% 691
2024
Q1 		$1.1M Buy
7,830
+4,685
+149% +$629K 0.02% 716
2023
Q4 		$426K Buy
3,145
+321
+11% +$39.5K 0.01% 1075
2023
Q3 		$317K Buy
2,824
+228
+9% +$27.3K 0.01% 1203
2023
Q2 		$315K Sell
2,596
-315
-11% -$36.6K 0.01% 1198
2023
Q1 		$340K Sell
2,911
-193
-6% -$22.4K 0.01% 998
2022
Q4 		$342K Buy
3,104
+435
+16% +$45.9K 0.01% 775
2022
Q3 		$245K Sell
2,669
-183
-6% -$19.1K 0.01% 804
2022
Q2 		$287K Sell
2,852
-316
-10% -$34.8K 0.01% 772
2022
Q1 		$395K Buy
3,168
+534
+20% +$62.7K 0.01% 648
2021
Q4 		$307K Sell
2,634
-131
-5% -$15.6K 0.01% 763
2021
Q3 		$330K Buy
2,765
+496
+22% +$61.3K 0.01% 704
2021
Q2 		$300K Buy
2,269
+241
+12% +$31K 0.01% 660
2021
Q1 		$255K Buy
+2,028
New +$245K 0.01% 626

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

Integrated Wealth Concepts's XAR Position: Q1 2026 in Review

Integrated Wealth Concepts increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 12% in Q1 2026, buying an estimated $852K and bringing the position to 29,608 shares worth $7.52M. The position accounts for 0.06% of the portfolio, ranked #301.

Integrated Wealth Concepts first reported a position in XAR in Q1 2021 and has held it in 21 quarters since. 566 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

  • Integrated Wealth Concepts held 29,608 shares of State Street SPDR S&P Aerospace & Defense ETF worth $7.52M as of Q1 2026.
  • Integrated Wealth Concepts bought 3,111 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2026, an estimated $852K.
  • State Street SPDR S&P Aerospace & Defense ETF made up 0.06% of Integrated Wealth Concepts's portfolio in Q1 2026, its #301 holding.
  • Integrated Wealth Concepts first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2021 and has held it in 21 quarters since.
  • 566 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.