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

Kestra Investment 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
Q2 		$294K Buy
1,035
+44
+4% +$11.9K 0.01% 423
2026
Q1 		$252K Buy
991
+114
+13% +$31.2K ﹤0.01% 397
2025
Q4 		$212K Buy
+877
New +$208K 0.01% 415

Other funds holding XAR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

Kestra Investment Management's XAR Position: Q2 2026 in Review

Kestra Investment Management increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 4.4% in Q2 2026, buying an estimated $11.9K and bringing the position to 1,035 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #423.

Kestra Investment Management first reported a position in XAR in Q4 2025 and has held it in 3 quarters since. 618 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

  • Kestra Investment Management held 1,035 shares of State Street SPDR S&P Aerospace & Defense ETF worth $294K as of Q2 2026.
  • Kestra Investment Management bought 44 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $11.9K.
  • State Street SPDR S&P Aerospace & Defense ETF made up 0.01% of Kestra Investment Management's portfolio in Q2 2026, its #423 holding.
  • Kestra Investment Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2025 and has held it in 3 quarters since.
  • 618 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.