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

Patten & Patten’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 		$339K Buy
1,193
+399
+50% +$108K 0.02% 282
2026
Q1 		$202K Buy
+794
New +$217K 0.01% 334
2025
Q4 		– Sell
-902
Closed -$212K – 353
2025
Q3 		$212K Buy
+902
New +$197K 0.01% 335

Other funds holding XAR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
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

Patten & Patten's XAR Position: Q2 2026 in Review

Patten & Patten increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 50% in Q2 2026, buying an estimated $108K and bringing the position to 1,193 shares worth $339K. The position accounts for 0.02% of the portfolio, ranked #282.

Patten & Patten first reported a position in XAR in Q3 2025 and has held it in 3 quarters since. 614 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

  • Patten & Patten held 1,193 shares of State Street SPDR S&P Aerospace & Defense ETF worth $339K as of Q2 2026.
  • Patten & Patten bought 399 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $108K.
  • State Street SPDR S&P Aerospace & Defense ETF made up 0.02% of Patten & Patten's portfolio in Q2 2026, its #282 holding.
  • Patten & Patten first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2025 and has held it in 3 quarters since.
  • 614 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Patten & Patten's 13F filing for Q2 2026, filed 5 Aug 2026.