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

Jessup Wealth Management’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 		– Sell
-505
Closed -$122K – 364
2025
Q4 		$122K Buy
+505
New +$120K 0.04% 103

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

Jessup Wealth Management's XAR Position: Q1 2026 in Review

Jessup Wealth Management sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q1 2026, closing a stake of 505 shares — an estimated $122K sold.

Jessup Wealth Management first reported a position in XAR in Q4 2025 and held it in 1 quarter. The position peaked at $122K in Q4 2025. 566 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

  • Jessup Wealth Management reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q1 2026 after selling out during the quarter.
  • Jessup Wealth Management sold 505 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2026, an estimated $122K.
  • Jessup Wealth Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2025 and held it in 1 quarter.
  • Jessup Wealth Management's State Street SPDR S&P Aerospace & Defense ETF position peaked at $122K in Q4 2025.
  • 566 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.

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