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 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

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

Obermeyer Wealth Partners's XAR Position: Q1 2026 in Review

Obermeyer Wealth Partners held its State Street SPDR S&P Aerospace & Defense ETF (XAR) position steady in Q1 2026 at 1,885 shares worth $479K. The position accounts for 0.02% of the portfolio, ranked #177.

Obermeyer Wealth Partners first reported a position in XAR in Q4 2022 and has held it in 14 quarters since. 566 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

Obermeyer Wealth Partners held 1,885 shares of State Street SPDR S&P Aerospace & Defense ETF worth $479K as of Q1 2026.
Obermeyer Wealth Partners left its State Street SPDR S&P Aerospace & Defense ETF share count unchanged in Q1 2026.
State Street SPDR S&P Aerospace & Defense ETF made up 0.02% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #177 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 14 quarters since.
566 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.