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

Journey Strategic Wealth’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 		$208K Sell
817
-284
-26% -$77.8K 0.01% 753
2025
Q4 		$266K Hold
1,101
– – 0.01% 558
2025
Q3 		$259K Sell
1,101
-109
-9% -$23.8K 0.01% 546
2025
Q2 		$255K Sell
1,210
-1,158
-49% -$210K 0.01% 501
2025
Q1 		$381K Buy
2,368
+680
+40% +$114K 0.01% 285
2024
Q4 		$280K Buy
1,688
+322
+24% +$53.1K 0.01% 353
2024
Q3 		$215K Buy
+1,366
New +$203K 0.01% 456

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

Journey Strategic Wealth's XAR Position: Q1 2026 in Review

Journey Strategic Wealth reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 26% in Q1 2026, selling an estimated $77.8K and leaving 817 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #753.

Journey Strategic Wealth first reported a position in XAR in Q3 2024 and has held it in 7 quarters since. The position peaked at $381K in Q1 2025. 566 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

  • Journey Strategic Wealth held 817 shares of State Street SPDR S&P Aerospace & Defense ETF worth $208K as of Q1 2026.
  • Journey Strategic Wealth sold 284 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2026, an estimated $77.8K.
  • State Street SPDR S&P Aerospace & Defense ETF made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #753 holding.
  • Journey Strategic Wealth first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2024 and has held it in 7 quarters since.
  • Journey Strategic Wealth's State Street SPDR S&P Aerospace & Defense ETF position peaked at $381K in Q1 2025.
  • 566 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.