Pacific Sun Financial’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Pacific Sun Financial’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	$4.55M	Buy	17,910 +45	+0.3%	+$12.3K	2.2%	7
2025 Q4	$4.31M	Sell	17,865 -95	-0.5%	-$22.6K	2.08%	7
2025 Q3	$4.22M	Sell	17,960 -191	-1%	-$41.7K	2.04%	8
2025 Q2	$3.83M	Sell	18,151 -418	-2%	-$75.8K	2%	8
2025 Q1	$2.98M	Sell	18,569 -135	-0.7%	-$22.7K	1.7%	9
2024 Q4	$3.1M	Buy	18,704 +105	+0.6%	+$17.3K	1.69%	10
2024 Q3	$2.93M	Sell	18,599 -260	-1%	-$38.7K	1.61%	9
2024 Q2	$2.64M	Sell	18,859 -101	-0.5%	-$14.1K	1.56%	10
2024 Q1	$2.66M	Sell	18,960 -16	-0.1%	-$2.15K	1.55%	10
2023 Q4	$2.57M	Sell	18,976 -330	-2%	-$40.6K	1.62%	11
2023 Q3	$2.16M	Sell	19,306 -105	-0.5%	-$12.6K	1.5%	12
2023 Q2	$2.27M	Buy	+19,411	New	+$2.26M	1.52%	13
2022 Q4	$2.14M	Sell	19,451 -832	-4%	-$87.9K	1.51%	12
2022 Q3	$1.86M	Sell	20,283 -941	-4%	-$98.3K	1.31%	19
2022 Q2	$2.13M	Buy	21,224 +933	+5%	+$103K	1.41%	16
2022 Q1	$2.53M	Buy	20,291 +266	+1%	+$31.2K	1.39%	15
2021 Q4	$2.33M	Buy	20,025 +1,088	+6%	+$129K	1.24%	17
2021 Q3	$2.26M	Buy	+18,937	New	+$2.34M	1.3%	17
2020 Q3	$1.35M	Buy	15,481 +2,099	+16%	+$186K	1.13%	26
2020 Q2	$1.17M	Buy	13,382 +1,180	+10%	+$97.8K	1.06%	26
2020 Q1	$928K	Buy	12,202 +2,366	+24%	+$243K	1.07%	26
2019 Q4	$1.07M	Buy	9,836 +781	+9%	+$84.4K	0.95%	33
2019 Q3	$967K	Buy	9,055 +445	+5%	+$47.3K	0.91%	37
2019 Q2	$895K	Buy	+8,610	New	+$841K	0.86%	42
2018 Q2	$600K	Buy	6,395 +1,105	+21%	+$97.3K	0.62%	57
2018 Q1	$460K	Buy	+5,290	New	+$459K	0.61%	57

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

Pacific Sun Financial's XAR Position: Q1 2026 in Review

Pacific Sun Financial increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 0.25% in Q1 2026, buying an estimated $12.3K and bringing the position to 17,910 shares worth $4.55M. The position accounts for 2.2% of the portfolio, ranked #7.

Pacific Sun Financial first reported a position in XAR in Q1 2018 and has held it in 26 quarters since. 566 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

Pacific Sun Financial held 17,910 shares of State Street SPDR S&P Aerospace & Defense ETF worth $4.55M as of Q1 2026.
Pacific Sun Financial bought 45 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2026, an estimated $12.3K.
State Street SPDR S&P Aerospace & Defense ETF made up 2.2% of Pacific Sun Financial's portfolio in Q1 2026, its #7 holding.
Pacific Sun Financial first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2018 and has held it in 26 quarters since.
566 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.

Based on Pacific Sun Financial's 13F filing for Q1 2026, filed 8 May 2026.