October Effect’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

October Effect’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	–	Sell	-2,444	Closed	-$694K	–	65
2026 Q2	$694K	Hold	2,444	–	–	0.65%	39
2026 Q1	$621K	Sell	2,444 -105	-4%	-$28.8K	0.71%	44
2025 Q4	$615K	Hold	2,549	–	–	0.68%	39
2025 Q3	$599K	Hold	2,549	–	–	0.66%	33
2025 Q2	$538K	Buy	+2,549	New	+$462K	0.65%	34

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

October Effect's XAR Position: Q3 2026 in Review

October Effect sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q3 2026, closing a stake of 2,444 shares — an estimated $694K sold.

October Effect first reported a position in XAR in Q2 2025 and held it in 5 quarters. The position peaked at $694K in Q2 2026. 175 funds tracked by Wall St. Rank hold XAR as of Q3 2026.

October Effect reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q3 2026 after selling out during the quarter.
October Effect sold 2,444 State Street SPDR S&P Aerospace & Defense ETF shares in Q3 2026, an estimated $694K.
October Effect first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q2 2025 and held it in 5 quarters.
October Effect's State Street SPDR S&P Aerospace & Defense ETF position peaked at $694K in Q2 2026.
175 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q3 2026.

Based on October Effect's 13F filing for Q3 2026, filed 20 Oct 2026.