Keystone Financial Group (Kentucky)’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Keystone Financial Group (Kentucky)’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	$1.24M	Buy	4,877 +3,703	+315%	+$1.01M	0.08%	172
2025 Q4	$283K	Buy	1,174 +44	+4%	+$10.5K	0.02%	360
2025 Q3	$266K	Hold	1,130	–	–	0.02%	348
2025 Q2	$238K	Buy	+1,130	New	+$205K	0.02%	365

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

Keystone Financial Group (Kentucky)'s XAR Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 315% in Q1 2026, buying an estimated $1.01M and bringing the position to 4,877 shares worth $1.24M. The position accounts for 0.08% of the portfolio, ranked #172.

Keystone Financial Group (Kentucky) first reported a position in XAR in Q2 2025 and has held it in 4 quarters since. 566 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

Keystone Financial Group (Kentucky) held 4,877 shares of State Street SPDR S&P Aerospace & Defense ETF worth $1.24M as of Q1 2026.
Keystone Financial Group (Kentucky) bought 3,703 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2026, an estimated $1.01M.
State Street SPDR S&P Aerospace & Defense ETF made up 0.08% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #172 holding.
Keystone Financial Group (Kentucky) first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q2 2025 and has held it in 4 quarters since.
566 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.