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XAR icon

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

NewEdge 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 		$5M Buy
19,686
+3,523
+22% +$965K 0.02% 691
2025
Q4 		$3.9M Buy
16,163
+410
+3% +$97.4K 0.01% 768
2025
Q3 		$3.7M Sell
15,753
-1,004
-6% -$219K 0.02% 747
2025
Q2 		$3.53M Buy
16,757
+8,500
+103% +$1.54M 0.02% 707
2025
Q1 		$1.33M Buy
8,257
+67
+0.8% +$11.3K 0.01% 1035
2024
Q4 		$1.36M Sell
8,190
-5,197
-39% -$858K 0.01% 1007
2024
Q3 		$2.11M Sell
13,387
-555
-4% -$82.6K 0.01% 769
2024
Q2 		$1.95M Buy
13,942
+12,897
+1,234% +$1.8M 0.01% 761
2024
Q1 		$147K Sell
1,045
-305
-23% -$40.9K ﹤0.01% 1932
2023
Q4 		$183K Sell
1,350
-861
-39% -$106K ﹤0.01% 1743
2023
Q3 		$248K Buy
2,211
+158
+8% +$18.9K ﹤0.01% 1523
2023
Q2 		$249K Buy
2,053
+99
+5% +$11.5K ﹤0.01% 1540
2023
Q1 		$228K Sell
1,954
-71
-4% -$8.26K ﹤0.01% 1489
2022
Q4 		$60.3K Buy
+2,025
New +$214K ﹤0.01% 1645
2020
Q2 		– Sell
-2,736
Closed -$208K – 947
2020
Q1 		$208K Sell
2,736
-1,274
-32% -$131K 0.01% 696
2019
Q4 		$437K Buy
4,010
+81
+2% +$8.75K 0.02% 562
2019
Q3 		$420K Buy
3,929
+38
+1% +$4.04K 0.02% 555
2019
Q2 		$404K Buy
3,891
+1,587
+69% +$155K 0.02% 451
2019
Q1 		$212K Buy
+2,304
New +$207K 0.01% 613
2018
Q4 		– Sell
-2,184
Closed -$217K – 725
2018
Q3 		$217K Buy
+2,184
New +$206K 0.02% 595

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

NewEdge Advisors's XAR Position: Q1 2026 in Review

NewEdge Advisors increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 22% in Q1 2026, buying an estimated $965K and bringing the position to 19,686 shares worth $5M. The position accounts for 0.02% of the portfolio, ranked #691.

NewEdge Advisors first reported a position in XAR in Q3 2018 and has held it in 20 quarters since. 566 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

  • NewEdge Advisors held 19,686 shares of State Street SPDR S&P Aerospace & Defense ETF worth $5M as of Q1 2026.
  • NewEdge Advisors bought 3,523 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2026, an estimated $965K.
  • State Street SPDR S&P Aerospace & Defense ETF made up 0.02% of NewEdge Advisors's portfolio in Q1 2026, its #691 holding.
  • NewEdge Advisors first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2018 and has held it in 20 quarters since.
  • 566 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.