OAJ
XAR icon

Ogorek Anthony Joseph’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Ogorek Anthony Joseph’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 		$9K Buy
38
+18
+90% +$4.93K ﹤0.01% 399
2025
Q4 		$4K Hold
20
– – ﹤0.01% 520
2025
Q3 		$4K Hold
20
– – ﹤0.01% 532
2025
Q2 		$4K Hold
20
– – ﹤0.01% 516
2025
Q1 		$3K Hold
20
– – ﹤0.01% 536
2024
Q4 		$3K Buy
+20
New +$3.3K ﹤0.01% 271

Other funds holding XAR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mirae Asset Global Investments
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

Ogorek Anthony Joseph's XAR Position: Q1 2026 in Review

Ogorek Anthony Joseph increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 90% in Q1 2026, buying an estimated $4.93K and bringing the position to 38 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #399.

Ogorek Anthony Joseph first reported a position in XAR in Q4 2024 and has held it in 6 quarters since. 566 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

  • Ogorek Anthony Joseph held 38 shares of State Street SPDR S&P Aerospace & Defense ETF worth $9K as of Q1 2026.
  • Ogorek Anthony Joseph bought 18 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2026, an estimated $4.93K.
  • State Street SPDR S&P Aerospace & Defense ETF made up ﹤0.01% of Ogorek Anthony Joseph's portfolio in Q1 2026, its #399 holding.
  • Ogorek Anthony Joseph first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2024 and has held it in 6 quarters since.
  • 566 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q1 2026, filed 11 May 2026.