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

&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
2026 Q2	$4.81M	Buy	16,927 +259	+2%	+$70K	0.02%	615
2026 Q1	$4.23M	Buy	16,668 +6,900	+71%	+$1.89M	0.02%	584
2025 Q4	$2.36M	Buy	9,768 +5,074	+108%	+$1.21M	0.01%	791
2025 Q3	$1.1M	Buy	4,694 +1,189	+34%	+$260K	0.01%	1038
2025 Q2	$739K	Sell	3,505 -46	-1%	-$8.34K	0.01%	1137
2025 Q1	$575K	Buy	3,551 +529	+18%	+$88.9K	0.01%	1072
2024 Q4	$511K	Buy	3,022 +303	+11%	+$50K	0.01%	1068
2024 Q3	$428K	Buy	+2,719	New	+$405K	0.01%	937

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

&Partners's XAR Position: Q2 2026 in Review

&Partners increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 1.6% in Q2 2026, buying an estimated $70K and bringing the position to 16,927 shares worth $4.81M. The position accounts for 0.02% of the portfolio, ranked #615.

&Partners first reported a position in XAR in Q3 2024 and has held it in 8 quarters since. 614 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

&Partners held 16,927 shares of State Street SPDR S&P Aerospace & Defense ETF worth $4.81M as of Q2 2026.
&Partners bought 259 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $70K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.02% of &Partners's portfolio in Q2 2026, its #615 holding.
&Partners first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2024 and has held it in 8 quarters since.
614 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.