McKinley Carter Wealth Services’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

McKinley Carter Wealth Services’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	$685K	Hold	2,699	–	–	0.04%	196
2025 Q4	$651K	Hold	2,699	–	–	0.04%	205
2025 Q3	$634K	Hold	2,699	–	–	0.03%	198
2025 Q2	$569K	Hold	2,699	–	–	0.03%	201
2025 Q1	$434K	Hold	2,699	–	–	0.03%	220
2024 Q4	$448K	Hold	2,699	–	–	0.03%	211
2024 Q3	$425K	Hold	2,699	–	–	0.03%	222
2024 Q2	$378K	Hold	2,699	–	–	0.02%	231
2024 Q1	$379K	Hold	2,699	–	–	0.03%	234
2023 Q4	$365K	Buy	2,699 +481	+22%	+$59.2K	0.03%	233
2023 Q3	$249K	Buy	+2,218	New	+$265K	0.02%	263
2022 Q2	–	Sell	-2,837	Closed	-$354K	–	307
2022 Q1	$354K	Hold	2,837	–	–	0.03%	230
2021 Q4	$330K	Sell	2,837 -260	-8%	-$30.9K	0.02%	231
2021 Q3	$369K	Sell	3,097 -579	-16%	-$71.6K	0.03%	216
2021 Q2	$486K	Hold	3,676	–	–	0.04%	189
2021 Q1	$462K	Hold	3,676	–	–	0.04%	193
2020 Q4	$422K	Buy	+3,676	New	+$373K	0.06%	178

Other funds holding XAR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

McKinley Carter Wealth Services's XAR Position: Q1 2026 in Review

McKinley Carter Wealth Services held its State Street SPDR S&P Aerospace & Defense ETF (XAR) position steady in Q1 2026 at 2,699 shares worth $685K. The position accounts for 0.04% of the portfolio, ranked #196.

McKinley Carter Wealth Services first reported a position in XAR in Q4 2020 and has held it in 17 quarters since. 566 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

McKinley Carter Wealth Services held 2,699 shares of State Street SPDR S&P Aerospace & Defense ETF worth $685K as of Q1 2026.
McKinley Carter Wealth Services left its State Street SPDR S&P Aerospace & Defense ETF share count unchanged in Q1 2026.
State Street SPDR S&P Aerospace & Defense ETF made up 0.04% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #196 holding.
McKinley Carter Wealth Services first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2020 and has held it in 17 quarters since.
566 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.