MFG
XAR icon

Magnus Financial Group’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Magnus Financial Group’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 		– Sell
-1,147
Closed -$277K – 439
2025
Q4 		$277K Buy
1,147
+10
+0.9% +$2.38K 0.02% 354
2025
Q3 		$267K Sell
1,137
-24
-2% -$5.24K 0.02% 349
2025
Q2 		$245K Sell
1,161
-475
-29% -$86.1K 0.02% 336
2025
Q1 		$263K Buy
+1,636
New +$275K 0.03% 298
2024
Q3 		– Sell
-1,769
Closed -$248K – 353
2024
Q2 		$248K Sell
1,769
-194
-10% -$27.1K 0.03% 280
2024
Q1 		$276K Buy
1,963
+90
+5% +$12.1K 0.03% 260
2023
Q4 		$254K Buy
+1,873
New +$231K 0.03% 251
2022
Q3 		– Sell
-6,818
Closed -$686K – 290
2022
Q2 		$686K Buy
6,818
+428
+7% +$47.2K 0.13% 131
2022
Q1 		$797K Buy
6,390
+20
+0.3% +$2.35K 0.13% 122
2021
Q4 		$742K Buy
6,370
+70
+1% +$8.33K 0.14% 108
2021
Q3 		$751K Buy
6,300
+245
+4% +$30.3K 0.16% 93
2021
Q2 		$801K Buy
6,055
+675
+13% +$86.7K 0.17% 85
2021
Q1 		$676K Buy
5,380
+1,260
+31% +$152K 0.16% 88
2020
Q4 		$473K Buy
4,120
+550
+15% +$55.7K 0.05% 152
2020
Q3 		$312K Buy
3,570
+450
+14% +$39.9K 0.04% 186
2020
Q2 		$274K Buy
+3,120
New +$259K 0.03% 405

Other funds holding XAR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mirae Asset Global Investments
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

Magnus Financial Group's XAR Position: Q1 2026 in Review

Magnus Financial Group sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q1 2026, closing a stake of 1,147 shares — an estimated $277K sold.

Magnus Financial Group first reported a position in XAR in Q2 2020 and held it in 16 quarters. The position peaked at $801K in Q2 2021. 566 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

  • Magnus Financial Group reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q1 2026 after selling out during the quarter.
  • Magnus Financial Group sold 1,147 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2026, an estimated $277K.
  • Magnus Financial Group first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q2 2020 and held it in 16 quarters.
  • Magnus Financial Group's State Street SPDR S&P Aerospace & Defense ETF position peaked at $801K in Q2 2021.
  • 566 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.

Based on Magnus Financial Group's 13F filing for Q1 2026, filed 10 Apr 2026.