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 Q3	$425K	Hold	1,837	–	–	0.38%	62
2026 Q2	$521K	Hold	1,837	–	–	0.46%	52
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

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

Objective Capital Management's XAR Position: Q3 2026 in Review

Objective Capital Management held its State Street SPDR S&P Aerospace & Defense ETF (XAR) position steady in Q3 2026 at 1,837 shares worth $425K. The position accounts for 0.38% of the portfolio, ranked #62.

Objective Capital Management first reported a position in XAR in Q4 2021 and has held it in 19 quarters since. The position peaked at $521K in Q2 2026. 149 funds tracked by Wall St. Rank hold XAR as of Q3 2026.

Objective Capital Management held 1,837 shares of State Street SPDR S&P Aerospace & Defense ETF worth $425K as of Q3 2026.
Objective Capital Management 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 0.38% of Objective Capital Management's portfolio in Q3 2026, its #62 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 19 quarters since.
Objective Capital Management's State Street SPDR S&P Aerospace & Defense ETF position peaked at $521K in Q2 2026.
149 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q3 2026.

Based on Objective Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.