ORG Partners’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

ORG Partners’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
2025 Q4	$124K	Buy	514 +87	+20%	+$20.7K	0.02%	416
2025 Q3	$100K	Sell	427 -13	-3%	-$2.84K	0.02%	454
2025 Q2	$90.5K	Sell	440 -131	-23%	-$23.7K	0.02%	454
2025 Q1	$92.4K	Buy	571 +48	+9%	+$8.07K	0.02%	399
2024 Q4	$86.7K	Sell	523 -16	-3%	-$2.64K	0.01%	454
2024 Q3	$84.8K	Sell	539 -17	-3%	-$2.53K	0.01%	418
2024 Q2	$77.3K	Buy	+556	New	+$77.6K	0.01%	685
2024 Q1	–	Sell	-55	Closed	-$7.45K	–	1132
2023 Q4	$7.45K	Buy	55 +40	+267%	+$4.93K	﹤0.01%	797
2023 Q3	$1.69K	Hold	15	–	–	﹤0.01%	1098
2023 Q2	$1.82K	Buy	+15	New	+$1.74K	﹤0.01%	1209

Other funds holding XAR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HCMG

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ORG Partners's XAR Position: Q4 2025 in Review

ORG Partners increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 20% in Q4 2025, buying an estimated $20.7K and bringing the position to 514 shares worth $124K. The position accounts for 0.02% of the portfolio, ranked #416.

ORG Partners first reported a position in XAR in Q2 2023 and has held it in 10 quarters since. 495 funds tracked by Wall St. Rank hold XAR as of Q4 2025.

ORG Partners held 514 shares of State Street SPDR S&P Aerospace & Defense ETF worth $124K as of Q4 2025.
ORG Partners bought 87 State Street SPDR S&P Aerospace & Defense ETF shares in Q4 2025, an estimated $20.7K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.02% of ORG Partners's portfolio in Q4 2025, its #416 holding.
ORG Partners first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q2 2023 and has held it in 10 quarters since.
495 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.