Ken Fisher’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Ken Fisher’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	$212K	Buy	+836	New	+$229K	﹤0.01%	974
2020 Q3	–	Sell	-3,870	Closed	-$339K	–	894
2020 Q2	$339K	Buy	+3,870	New	+$321K	﹤0.01%	707

Other funds holding XAR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

HCMG

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

Ken Fisher's XAR Position: Q1 2026 in Review

Ken Fisher opened a new position in State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q1 2026: 836 shares worth $212K. The stake represents ﹤0.01% of the portfolio and ranks #974 among its holdings. This is a return to the name: Ken Fisher previously reported a position in XAR as recently as Q2 2020.

Ken Fisher first reported a position in XAR in Q2 2020 and has held it in 2 quarters since. The position peaked at $339K in Q2 2020. 567 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

Ken Fisher held 836 shares of State Street SPDR S&P Aerospace & Defense ETF worth $212K as of Q1 2026.
State Street SPDR S&P Aerospace & Defense ETF was a new Ken Fisher position in Q1 2026.
State Street SPDR S&P Aerospace & Defense ETF made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #974 holding.
Ken Fisher first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q2 2020 and has held it in 2 quarters since.
Ken Fisher's State Street SPDR S&P Aerospace & Defense ETF position peaked at $339K in Q2 2020.
567 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.