Kestra Advisory Services’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Kestra Advisory Services’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	$7.68M	Buy	30,227 +7,394	+32%	+$2.02M	0.03%	572
2025 Q4	$5.51M	Buy	22,833 +435	+2%	+$103K	0.02%	679
2025 Q3	$5.26M	Sell	22,398 -662	-3%	-$144K	0.02%	654
2025 Q2	$4.86M	Buy	23,060 +4,872	+27%	+$883K	0.02%	654
2025 Q1	$2.92M	Buy	18,188 +886	+5%	+$149K	0.01%	811
2024 Q4	$2.87M	Sell	17,302 -1,387	-7%	-$229K	0.02%	823
2024 Q3	$2.94M	Sell	18,689 -1,790	-9%	-$267K	0.02%	782
2024 Q2	$2.87M	Buy	20,479 +872	+4%	+$122K	0.02%	792
2024 Q1	$2.75M	Buy	19,607 +2,296	+13%	+$308K	0.02%	743
2023 Q4	$2.34M	Buy	17,311 +2,169	+14%	+$267K	0.02%	730
2023 Q3	$1.7M	Buy	15,142 +816	+6%	+$97.7K	0.02%	751
2023 Q2	$1.74M	Buy	14,326 +3,191	+29%	+$371K	0.02%	728
2023 Q1	$1.3M	Sell	11,135 -12,168	-52%	-$1.42M	0.01%	824
2022 Q4	$2.56M	Buy	23,303 +14,173	+155%	+$1.5M	0.02%	644
2022 Q3	$837K	Sell	9,130 -14,663	-62%	-$1.53M	0.01%	1049
2022 Q2	$2.39M	Buy	23,793 +15,654	+192%	+$1.73M	0.02%	608
2022 Q1	$1.01M	Buy	8,139 +3,109	+62%	+$365K	0.01%	953
2021 Q4	$586K	Sell	5,030 -8,377	-62%	-$997K	0.01%	1235
2021 Q3	$1.6M	Sell	13,407 -800	-6%	-$98.9K	0.02%	799
2021 Q2	$1.88M	Sell	14,207 -1,392	-9%	-$179K	0.02%	676
2021 Q1	$1.96M	Buy	15,599 +4,916	+46%	+$595K	0.02%	610
2020 Q4	$1.22M	Buy	10,683 +10,567	+9,109%	+$1.07M	0.01%	770
2020 Q3	$679K	Buy	+116	New	+$10.3K	0.01%	756

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 $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

Kestra Advisory Services's XAR Position: Q1 2026 in Review

Kestra Advisory Services increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 32% in Q1 2026, buying an estimated $2.02M and bringing the position to 30,227 shares worth $7.68M. The position accounts for 0.03% of the portfolio, ranked #572.

Kestra Advisory Services first reported a position in XAR in Q3 2020 and has held it in 23 quarters since. 566 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

Kestra Advisory Services held 30,227 shares of State Street SPDR S&P Aerospace & Defense ETF worth $7.68M as of Q1 2026.
Kestra Advisory Services bought 7,394 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2026, an estimated $2.02M.
State Street SPDR S&P Aerospace & Defense ETF made up 0.03% of Kestra Advisory Services's portfolio in Q1 2026, its #572 holding.
Kestra Advisory Services first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2020 and has held it in 23 quarters since.
566 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.