Keystone Global Partners’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Keystone Global Partners’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 Q3	$2.82M	Buy	12,173 +843	+7%	+$223K	1.01%	26
2026 Q2	$3.22M	Buy	11,330 +1,075	+10%	+$291K	1.22%	24
2026 Q1	$2.6M	Sell	10,255 -3,579	-26%	-$980K	1.16%	24
2025 Q4	$3.34M	Buy	13,834 +1,166	+9%	+$277K	1.47%	21
2025 Q3	$2.98M	Sell	12,668 -2,015	-14%	-$440K	1.52%	20
2025 Q2	$3.1M	Buy	14,683 +7,379	+101%	+$1.34M	1.69%	20
2025 Q1	$1.17M	Buy	+7,304	New	+$1.23M	0.82%	28

Other funds holding XAR

Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return

Enclave Advisors Austin, Texas $793M AUM 15.9% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Bourgeon Capital Management Darien, Connecticut $696M AUM 39.92% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Southern Capital Services Daphne, Alabama $176M AUM 16.02% 1-Year Est. Return

Keystone Global Partners's XAR Position: Q3 2026 in Review

Keystone Global Partners increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 7.4% in Q3 2026, buying an estimated $223K and bringing the position to 12,173 shares worth $2.82M. The position accounts for 1.01% of the portfolio, ranked #26.

Keystone Global Partners first reported a position in XAR in Q1 2025 and has held it in 7 quarters since. The position peaked at $3.34M in Q4 2025. 159 funds tracked by Wall St. Rank hold XAR as of Q3 2026.

Keystone Global Partners held 12,173 shares of State Street SPDR S&P Aerospace & Defense ETF worth $2.82M as of Q3 2026.
Keystone Global Partners bought 843 State Street SPDR S&P Aerospace & Defense ETF shares in Q3 2026, an estimated $223K.
State Street SPDR S&P Aerospace & Defense ETF made up 1.01% of Keystone Global Partners's portfolio in Q3 2026, its #26 holding.
Keystone Global Partners first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2025 and has held it in 7 quarters since.
Keystone Global Partners's State Street SPDR S&P Aerospace & Defense ETF position peaked at $3.34M in Q4 2025.
159 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q3 2026.

Based on Keystone Global Partners's 13F filing for Q3 2026, filed 13 Oct 2026.