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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
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 $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mirae Asset Global Investments
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

Patten & Patten's XAR Position: Q1 2026 in Review

Patten & Patten opened a new position in State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q1 2026: 794 shares worth $202K. The stake represents 0.01% of the portfolio and ranks #334 among its holdings. This is a return to the name: Patten & Patten previously reported a position in XAR as recently as Q3 2025.

Patten & Patten first reported a position in XAR in Q3 2025 and has held it in 2 quarters since. The position peaked at $212K in Q3 2025. 566 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

  • Patten & Patten held 794 shares of State Street SPDR S&P Aerospace & Defense ETF worth $202K as of Q1 2026.
  • State Street SPDR S&P Aerospace & Defense ETF was a new Patten & Patten position in Q1 2026.
  • State Street SPDR S&P Aerospace & Defense ETF made up 0.01% of Patten & Patten's portfolio in Q1 2026, its #334 holding.
  • Patten & Patten first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2025 and has held it in 2 quarters since.
  • Patten & Patten's State Street SPDR S&P Aerospace & Defense ETF position peaked at $212K in Q3 2025.
  • 566 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.

Based on Patten & Patten's 13F filing for Q1 2026, filed 1 May 2026.