New England Private Wealth Advisors’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

New England Private Wealth 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	$511K	Sell	2,014 -385	-16%	-$105K	0.06%	133
2025 Q4	$579K	Buy	2,399 +109	+5%	+$25.9K	0.07%	120
2025 Q3	$538K	Hold	2,290	–	–	0.07%	124
2025 Q2	$501K	Hold	2,290	–	–	0.07%	110
2025 Q1	$368K	Hold	2,290	–	–	0.06%	110
2024 Q4	$380K	Sell	2,290 -17	-0.7%	-$2.81K	0.06%	108
2024 Q3	$363K	Buy	2,307 +18	+0.8%	+$2.68K	0.06%	110
2024 Q2	$320K	Hold	2,289	–	–	0.06%	111
2024 Q1	$318K	Hold	2,289	–	–	0.06%	114
2023 Q4	$310K	Sell	2,289 -563	-20%	-$69.3K	0.06%	109
2023 Q3	$320K	Buy	2,852 +546	+24%	+$65.4K	0.07%	95
2023 Q2	$280K	Hold	2,306	–	–	0.06%	96
2023 Q1	$270K	Hold	2,306	–	–	0.05%	94
2022 Q4	$254K	Hold	2,306	–	–	0.05%	94
2022 Q3	$211K	Buy	+2,306	New	+$241K	0.05%	88

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

New England Private Wealth Advisors's XAR Position: Q1 2026 in Review

New England Private Wealth Advisors reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 16% in Q1 2026, selling an estimated $105K and leaving 2,014 shares worth $511K. The position accounts for 0.06% of the portfolio, ranked #133.

New England Private Wealth Advisors first reported a position in XAR in Q3 2022 and has held it in 15 quarters since. The position peaked at $579K in Q4 2025. 566 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

New England Private Wealth Advisors held 2,014 shares of State Street SPDR S&P Aerospace & Defense ETF worth $511K as of Q1 2026.
New England Private Wealth Advisors sold 385 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2026, an estimated $105K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.06% of New England Private Wealth Advisors's portfolio in Q1 2026, its #133 holding.
New England Private Wealth Advisors first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2022 and has held it in 15 quarters since.
New England Private Wealth Advisors's State Street SPDR S&P Aerospace & Defense ETF position peaked at $579K in Q4 2025.
566 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.

Based on New England Private Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.