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 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

October Effect's XAR Position: Q2 2026 in Review

October Effect held its State Street SPDR S&P Aerospace & Defense ETF (XAR) position steady in Q2 2026 at 2,444 shares worth $694K. The position accounts for 0.65% of the portfolio, ranked #39.

October Effect first reported a position in XAR in Q2 2025 and has held it in 5 quarters since. 614 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

October Effect held 2,444 shares of State Street SPDR S&P Aerospace & Defense ETF worth $694K as of Q2 2026.
October Effect left its State Street SPDR S&P Aerospace & Defense ETF share count unchanged in Q2 2026.
State Street SPDR S&P Aerospace & Defense ETF made up 0.65% of October Effect's portfolio in Q2 2026, its #39 holding.
October Effect first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q2 2025 and has held it in 5 quarters since.
614 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on October Effect's 13F filing for Q2 2026, filed 21 Jul 2026.