Moors & Cabot’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Moors & Cabot’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	$778K	Sell	2,742 -583	-18%	-$158K	0.03%	453
2026 Q1	$844K	Buy	3,325 +32	+1%	+$8.76K	0.04%	413
2025 Q4	$794K	Sell	3,293 -2,411	-42%	-$573K	0.03%	411
2025 Q3	$1.34M	Sell	5,704 -23	-0.4%	-$5.02K	0.06%	291
2025 Q2	$1.21M	Buy	+5,727	New	+$1.04M	0.06%	296

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 22.9% 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

Moors & Cabot's XAR Position: Q2 2026 in Review

Moors & Cabot reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 18% in Q2 2026, selling an estimated $158K and leaving 2,742 shares worth $778K. The position accounts for 0.03% of the portfolio, ranked #453.

Moors & Cabot first reported a position in XAR in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.34M in Q3 2025. 616 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Moors & Cabot held 2,742 shares of State Street SPDR S&P Aerospace & Defense ETF worth $778K as of Q2 2026.
Moors & Cabot sold 583 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $158K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.03% of Moors & Cabot's portfolio in Q2 2026, its #453 holding.
Moors & Cabot first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q2 2025 and has held it in 5 quarters since.
Moors & Cabot's State Street SPDR S&P Aerospace & Defense ETF position peaked at $1.34M in Q3 2025.
616 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.