Mutual Advisors’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Mutual Advisors’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	$1.03M	Sell	4,055 -30	-0.7%	-$8.22K	0.02%	593
2025 Q4	$986K	Buy	4,085 +1	+0%	+$238	0.02%	583
2025 Q3	$1.01M	Sell	4,084 -40	-1%	-$8.73K	0.02%	572
2025 Q2	$909K	Buy	4,124 +578	+16%	+$105K	0.02%	549
2025 Q1	$602K	Sell	3,546 -108	-3%	-$18.2K	0.02%	637
2024 Q4	$628K	Buy	3,654 +524	+17%	+$86.5K	0.02%	628
2024 Q3	$497K	Buy	3,130 +608	+24%	+$90.5K	0.01%	706
2024 Q2	$374K	Hold	2,522	–	–	0.01%	813
2024 Q1	$354K	Hold	2,522	–	–	0.01%	810
2023 Q4	$342K	Buy	2,522 +268	+12%	+$33K	0.01%	779
2023 Q3	$253K	Hold	2,254	–	–	0.01%	838
2023 Q2	$274K	Sell	2,254 -790	-26%	-$91.8K	0.01%	835
2023 Q1	$356K	Buy	+3,044	New	+$354K	0.01%	731
2020 Q1	–	Sell	-2,039	Closed	-$222K	–	647
2019 Q4	$222K	Sell	2,039 -36,811	-95%	-$3.98M	0.02%	543
2019 Q3	$4.15M	Buy	+38,850	New	+$4.13M	0.55%	35

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

Mutual Advisors's XAR Position: Q1 2026 in Review

Mutual Advisors reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 0.73% in Q1 2026, selling an estimated $8.22K and leaving 4,055 shares worth $1.03M. The position accounts for 0.02% of the portfolio, ranked #593.

Mutual Advisors first reported a position in XAR in Q3 2019 and has held it in 15 quarters since. The position peaked at $4.15M in Q3 2019. 566 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

Mutual Advisors held 4,055 shares of State Street SPDR S&P Aerospace & Defense ETF worth $1.03M as of Q1 2026.
Mutual Advisors sold 30 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2026, an estimated $8.22K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.02% of Mutual Advisors's portfolio in Q1 2026, its #593 holding.
Mutual Advisors first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2019 and has held it in 15 quarters since.
Mutual Advisors's State Street SPDR S&P Aerospace & Defense ETF position peaked at $4.15M in Q3 2019.
566 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.