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

Objective Capital Management’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	$467K	Hold	1,837	–	–	0.47%	53
2025 Q4	$443K	Hold	1,837	–	–	0.45%	54
2025 Q3	$432K	Hold	1,837	–	–	0.45%	53
2025 Q2	$387K	Buy	1,837 +50	+3%	+$9.06K	0.44%	56
2025 Q1	$287K	Hold	1,787	–	–	0.37%	63
2024 Q4	$296K	Hold	1,787	–	–	0.2%	104
2024 Q3	$281K	Buy	+1,787	New	+$266K	0.17%	120
2024 Q1	$251K	Hold	1,786	–	–	0.17%	114
2023 Q4	$242K	Hold	1,786	–	–	0.18%	101
2023 Q3	$200K	Hold	1,786	–	–	0.18%	100
2023 Q2	$217K	Sell	1,786 -300	-14%	-$34.9K	0.19%	90
2023 Q1	$244K	Sell	2,086 -788	-27%	-$91.6K	0.22%	83
2022 Q4	$316K	Sell	2,874 -149	-5%	-$15.7K	0.31%	68
2022 Q3	$277K	Buy	3,023 +2	+0.1%	+$209	0.3%	71
2022 Q2	$304K	Buy	3,021 +1	+0%	+$110	0.31%	72
2022 Q1	$377K	Hold	3,020	–	–	0.29%	78
2021 Q4	$352K	Buy	+3,020	New	+$359K	0.25%	77

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

Objective Capital Management's XAR Position: Q1 2026 in Review

Objective Capital Management held its State Street SPDR S&P Aerospace & Defense ETF (XAR) position steady in Q1 2026 at 1,837 shares worth $467K. The position accounts for 0.47% of the portfolio, ranked #53.

Objective Capital Management first reported a position in XAR in Q4 2021 and has held it in 17 quarters since. 566 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

Objective Capital Management held 1,837 shares of State Street SPDR S&P Aerospace & Defense ETF worth $467K as of Q1 2026.
Objective Capital Management 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 0.47% of Objective Capital Management's portfolio in Q1 2026, its #53 holding.
Objective Capital Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2021 and has held it in 17 quarters since.
566 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.

Based on Objective Capital Management's 13F filing for Q1 2026, filed 4 May 2026.