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 Q2	$1.07M	Buy	3,772 +1,456	+63%	+$394K	﹤0.01%	938
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

MAI Capital Management's XAR Position: Q2 2026 in Review

MAI Capital Management increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 63% in Q2 2026, buying an estimated $394K and bringing the position to 3,772 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #938.

MAI Capital Management first reported a position in XAR in Q2 2024 and has held it in 9 quarters since. 614 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

MAI Capital Management held 3,772 shares of State Street SPDR S&P Aerospace & Defense ETF worth $1.07M as of Q2 2026.
MAI Capital Management bought 1,456 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $394K.
State Street SPDR S&P Aerospace & Defense ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #938 holding.
MAI Capital Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q2 2024 and has held it in 9 quarters since.
614 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.