MIM
XAR icon

Marshall Investment Management’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Marshall Investment 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 		$2.54M Sell
10,009
-1,542
-13% -$422K 1.22% 29
2025
Q4 		$2.79M Sell
11,551
-442
-4% -$105K 1.4% 25
2025
Q3 		$2.82M Buy
+11,993
New +$2.62M 1.49% 22

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

Marshall Investment Management's XAR Position: Q1 2026 in Review

Marshall Investment Management reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 13% in Q1 2026, selling an estimated $422K and leaving 10,009 shares worth $2.54M. The position accounts for 1.22% of the portfolio, ranked #29.

Marshall Investment Management first reported a position in XAR in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.82M in Q3 2025. 566 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

  • Marshall Investment Management held 10,009 shares of State Street SPDR S&P Aerospace & Defense ETF worth $2.54M as of Q1 2026.
  • Marshall Investment Management sold 1,542 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2026, an estimated $422K.
  • State Street SPDR S&P Aerospace & Defense ETF made up 1.22% of Marshall Investment Management's portfolio in Q1 2026, its #29 holding.
  • Marshall Investment Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2025 and has held it in 3 quarters since.
  • Marshall Investment Management's State Street SPDR S&P Aerospace & Defense ETF position peaked at $2.82M in Q3 2025.
  • 566 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.

Based on Marshall Investment Management's 13F filing for Q1 2026, filed 8 May 2026.