NovaPoint Capital’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

NovaPoint Capital’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	$3.95M	Buy	15,552 +601	+4%	+$165K	0.99%	46
2025 Q4	$3.61M	Sell	14,951 -241	-2%	-$57.3K	0.93%	44
2025 Q3	$3.57M	Sell	15,192 -149	-1%	-$32.5K	0.87%	44
2025 Q2	$3.24M	Buy	15,341 +307	+2%	+$55.6K	0.99%	43
2025 Q1	$2.42M	Sell	15,034 -1,562	-9%	-$263K	0.74%	51
2024 Q4	$2.75M	Sell	16,596 -320	-2%	-$52.8K	0.84%	47
2024 Q3	$2.66M	Sell	16,916 -110	-0.6%	-$16.4K	0.83%	48
2024 Q2	$2.38M	Buy	17,026 +130	+0.8%	+$18.1K	0.81%	48
2024 Q1	$2.37M	Sell	16,896 -103	-0.6%	-$13.8K	0.83%	46
2023 Q4	$2.3M	Buy	+16,999	New	+$2.09M	0.85%	47

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

NovaPoint Capital's XAR Position: Q1 2026 in Review

NovaPoint Capital increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 4% in Q1 2026, buying an estimated $165K and bringing the position to 15,552 shares worth $3.95M. The position accounts for 0.99% of the portfolio, ranked #46.

NovaPoint Capital first reported a position in XAR in Q4 2023 and has held it in 10 quarters since. 566 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

NovaPoint Capital held 15,552 shares of State Street SPDR S&P Aerospace & Defense ETF worth $3.95M as of Q1 2026.
NovaPoint Capital bought 601 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2026, an estimated $165K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.99% of NovaPoint Capital's portfolio in Q1 2026, its #46 holding.
NovaPoint Capital first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2023 and has held it in 10 quarters since.
566 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.

Based on NovaPoint Capital's 13F filing for Q1 2026, filed 6 May 2026.