Obermeyer Wealth Partners’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Obermeyer Wealth Partners’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 Q3	$436K	Hold	1,885	–	–	0.02%	194
2026 Q2	$535K	Hold	1,885	–	–	0.02%	170
2026 Q1	$479K	Hold	1,885	–	–	0.02%	177
2025 Q4	$455K	Hold	1,885	–	–	0.02%	180
2025 Q3	$443K	Hold	1,885	–	–	0.02%	184
2025 Q2	$398K	Hold	1,885	–	–	0.02%	185
2025 Q1	$303K	Hold	1,885	–	–	0.02%	202
2024 Q4	$313K	Hold	1,885	–	–	0.02%	200
2024 Q3	$297K	Hold	1,885	–	–	0.02%	204
2024 Q2	$264K	Hold	1,885	–	–	0.02%	203
2024 Q1	$265K	Hold	1,885	–	–	0.02%	206
2023 Q4	$255K	Hold	1,885	–	–	0.02%	187
2023 Q3	$211K	Hold	1,885	–	–	0.02%	203
2023 Q2	$229K	Hold	1,885	–	–	0.02%	193
2023 Q1	$220K	Hold	1,885	–	–	0.02%	198
2022 Q4	$207K	Buy	+1,885	New	+$199K	0.02%	209

Other funds holding XAR

Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return

Enclave Advisors Austin, Texas $793M AUM 15.9% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Bourgeon Capital Management Darien, Connecticut $696M AUM 39.92% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Southern Capital Services Daphne, Alabama $176M AUM 16.02% 1-Year Est. Return

Obermeyer Wealth Partners's XAR Position: Q3 2026 in Review

Obermeyer Wealth Partners held its State Street SPDR S&P Aerospace & Defense ETF (XAR) position steady in Q3 2026 at 1,885 shares worth $436K. The position accounts for 0.02% of the portfolio, ranked #194.

Obermeyer Wealth Partners first reported a position in XAR in Q4 2022 and has held it in 16 quarters since. The position peaked at $535K in Q2 2026. 214 funds tracked by Wall St. Rank hold XAR as of Q3 2026.

Obermeyer Wealth Partners held 1,885 shares of State Street SPDR S&P Aerospace & Defense ETF worth $436K as of Q3 2026.
Obermeyer Wealth Partners left its State Street SPDR S&P Aerospace & Defense ETF share count unchanged in Q3 2026.
State Street SPDR S&P Aerospace & Defense ETF made up 0.02% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #194 holding.
Obermeyer Wealth Partners first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2022 and has held it in 16 quarters since.
Obermeyer Wealth Partners's State Street SPDR S&P Aerospace & Defense ETF position peaked at $535K in Q2 2026.
214 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.