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Money Concepts Capital’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Money Concepts Capital’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 		$1.19M Buy
4,681
+523
+13% +$143K 0.07% 265
2025
Q4 		$1M Sell
4,158
-26
-0.6% -$6.18K 0.06% 268
2025
Q3 		$983K Sell
4,184
-117
-3% -$25.5K 0.06% 252
2025
Q2 		$907K Buy
4,301
+314
+8% +$56.9K 0.06% 253
2025
Q1 		$641K Buy
3,987
+119
+3% +$20K 0.05% 274
2024
Q4 		$641K Buy
3,868
+917
+31% +$151K 0.05% 267
2024
Q3 		$464K Sell
2,951
-134
-4% -$20K 0.04% 301
2024
Q2 		$432K Buy
+3,085
New +$430K 0.04% 299
2023
Q2 		– Sell
-14,220
Closed -$135K – 498
2023
Q1 		$135K Sell
14,220
-1,847
-11% -$215K 0.01% 430
2022
Q4 		$1.77M Buy
16,067
+15,947
+13,289% +$1.68M 0.08% 200
2022
Q3 		$11K Buy
120
+52
+76% +$5.43K ﹤0.01% 1040
2022
Q2 		$7K Sell
68
-16,441
-100% -$1.81M ﹤0.01% 1116
2022
Q1 		$2.06M Buy
16,509
+16,441
+24,178% +$1.93M 0.12% 188
2021
Q4 		$8K Buy
+68
New +$8.09K ﹤0.01% 690
2021
Q1 		$2K Hold
16
– – ﹤0.01% 699
2020
Q4 		$2K Buy
+16
New +$1.62K ﹤0.01% 646

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

Money Concepts Capital's XAR Position: Q1 2026 in Review

Money Concepts Capital increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 13% in Q1 2026, buying an estimated $143K and bringing the position to 4,681 shares worth $1.19M. The position accounts for 0.07% of the portfolio, ranked #265.

Money Concepts Capital first reported a position in XAR in Q4 2020 and has held it in 16 quarters since. The position peaked at $2.06M in Q1 2022. 566 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

  • Money Concepts Capital held 4,681 shares of State Street SPDR S&P Aerospace & Defense ETF worth $1.19M as of Q1 2026.
  • Money Concepts Capital bought 523 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2026, an estimated $143K.
  • State Street SPDR S&P Aerospace & Defense ETF made up 0.07% of Money Concepts Capital's portfolio in Q1 2026, its #265 holding.
  • Money Concepts Capital first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2020 and has held it in 16 quarters since.
  • Money Concepts Capital's State Street SPDR S&P Aerospace & Defense ETF position peaked at $2.06M in Q1 2022.
  • 566 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.