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Newbridge Financial Services Group’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Newbridge Financial Services Group’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 		$110K Sell
434
-193
-31% -$52.9K 0.02% 297
2025
Q4 		$151K Buy
627
+57
+10% +$13.5K 0.02% 262
2025
Q3 		$134K Sell
570
-30
-5% -$6.55K 0.02% 350
2025
Q2 		$126K Sell
600
-31
-5% -$5.62K 0.02% 349
2025
Q1 		$101K Buy
631
+122
+24% +$20.5K 0.02% 261
2024
Q4 		$84.4K Buy
509
+129
+34% +$21.3K 0.02% 299
2024
Q3 		$59.9K Sell
380
-236
-38% -$35.1K 0.02% 236
2024
Q2 		$86.2K Buy
616
+46
+8% +$6.42K 0.03% 284
2024
Q1 		$80.1K Sell
570
-48
-8% -$6.44K 0.04% 322
2023
Q4 		$83.7K Sell
618
-171
-22% -$21.1K 0.04% 301
2023
Q3 		$88.4K Buy
789
+1
+0.1% +$120 0.04% 323
2023
Q2 		$95.8K Sell
788
-5
-0.6% -$581 0.05% 326
2023
Q1 		$92.8K Hold
793
– – 0.05% 329
2022
Q4 		$87.3K Buy
793
+1
+0.1% +$106 0.05% 327
2022
Q3 		$73K Buy
792
+1
+0.1% +$105 0.04% 358
2022
Q2 		$80K Sell
791
-202
-20% -$22.3K 0.05% 304
2022
Q1 		$124K Sell
993
-78
-7% -$9.15K 0.06% 278
2021
Q4 		$125K Hold
1,071
– – 0.06% 265
2021
Q3 		$128K Sell
1,071
-118
-10% -$14.6K 0.08% 236
2021
Q2 		$157K Buy
1,189
+627
+112% +$80.6K 0.1% 212
2021
Q1 		$71K Buy
562
+14
+3% +$1.69K 0.05% 322
2020
Q4 		$63K Sell
548
-166
-23% -$16.8K 0.05% 287
2020
Q3 		$62K Buy
+714
New +$63.3K 0.06% 279

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

Newbridge Financial Services Group's XAR Position: Q1 2026 in Review

Newbridge Financial Services Group reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 31% in Q1 2026, selling an estimated $52.9K and leaving 434 shares worth $110K. The position accounts for 0.02% of the portfolio, ranked #297.

Newbridge Financial Services Group first reported a position in XAR in Q3 2020 and has held it in 23 quarters since. The position peaked at $157K in Q2 2021. 566 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

  • Newbridge Financial Services Group held 434 shares of State Street SPDR S&P Aerospace & Defense ETF worth $110K as of Q1 2026.
  • Newbridge Financial Services Group sold 193 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2026, an estimated $52.9K.
  • State Street SPDR S&P Aerospace & Defense ETF made up 0.02% of Newbridge Financial Services Group's portfolio in Q1 2026, its #297 holding.
  • Newbridge Financial Services Group first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2020 and has held it in 23 quarters since.
  • Newbridge Financial Services Group's State Street SPDR S&P Aerospace & Defense ETF position peaked at $157K in Q2 2021.
  • 566 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.