Onyx Bridge Wealth Group’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Onyx Bridge Wealth Group’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	$729K	Buy	2,870 +591	+26%	+$162K	0.08%	172
2025 Q4	$550K	Buy	2,279 +1,217	+115%	+$289K	0.06%	208
2025 Q3	$250K	Buy	1,062 +113	+12%	+$24.7K	0.03%	303
2025 Q2	$200K	Buy	+949	New	+$172K	0.03%	291

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

Onyx Bridge Wealth Group's XAR Position: Q1 2026 in Review

Onyx Bridge Wealth Group increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 26% in Q1 2026, buying an estimated $162K and bringing the position to 2,870 shares worth $729K. The position accounts for 0.08% of the portfolio, ranked #172.

Onyx Bridge Wealth Group first reported a position in XAR in Q2 2025 and has held it in 4 quarters since. 566 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

Onyx Bridge Wealth Group held 2,870 shares of State Street SPDR S&P Aerospace & Defense ETF worth $729K as of Q1 2026.
Onyx Bridge Wealth Group bought 591 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2026, an estimated $162K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.08% of Onyx Bridge Wealth Group's portfolio in Q1 2026, its #172 holding.
Onyx Bridge Wealth Group first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q2 2025 and has held it in 4 quarters since.
566 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.