MCM
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MAI Capital Management’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

MAI Capital 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
Q1 		$588K Buy
2,316
+11
+0.5% +$3.01K ﹤0.01% 962
2025
Q4 		$556K Buy
2,305
+158
+7% +$37.5K ﹤0.01% 926
2025
Q3 		$504K Buy
2,147
+181
+9% +$39.5K ﹤0.01% 911
2025
Q2 		$415K Sell
1,966
-87
-4% -$15.8K ﹤0.01% 911
2025
Q1 		$330K Sell
2,053
-222
-10% -$37.3K ﹤0.01% 942
2024
Q4 		$377K Buy
2,275
+272
+14% +$44.9K ﹤0.01% 931
2024
Q3 		$315K Sell
2,003
-1,671
-45% -$249K ﹤0.01% 862
2024
Q2 		$514K Buy
+3,674
New +$513K 0.01% 801

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