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

Kestra Private Wealth 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	$3.28M	Sell	12,906 -88	-0.7%	-$24.1K	0.04%	419
2025 Q4	$3.13M	Sell	12,994 -732	-5%	-$174K	0.04%	414
2025 Q3	$3.23M	Buy	13,726 +169	+1%	+$36.9K	0.04%	403
2025 Q2	$2.86M	Buy	13,557 +10,865	+404%	+$1.97M	0.04%	405
2025 Q1	$433K	Sell	2,692 -27	-1%	-$4.54K	0.01%	1033
2024 Q4	$451K	Buy	2,719 +104	+4%	+$17.2K	0.01%	969
2024 Q3	$411K	Buy	2,615 +509	+24%	+$75.8K	0.01%	956
2024 Q2	$295K	Buy	2,106 +161	+8%	+$22.5K	0.01%	1053
2024 Q1	$273K	Sell	1,945 -98	-5%	-$13.1K	0.01%	1046
2023 Q4	$277K	Buy	+2,043	New	+$252K	0.01%	989

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 Private Wealth Services's XAR Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 0.68% in Q1 2026, selling an estimated $24.1K and leaving 12,906 shares worth $3.28M. The position accounts for 0.04% of the portfolio, ranked #419.

Kestra Private Wealth Services first reported a position in XAR in Q4 2023 and has held it in 10 quarters since. 566 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

Kestra Private Wealth Services held 12,906 shares of State Street SPDR S&P Aerospace & Defense ETF worth $3.28M as of Q1 2026.
Kestra Private Wealth Services sold 88 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2026, an estimated $24.1K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.04% of Kestra Private Wealth Services's portfolio in Q1 2026, its #419 holding.
Kestra Private Wealth Services first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2023 and has held it in 10 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 Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.