Per Stirling Capital Management’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Per Stirling Capital Management’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	$499K	Hold	1,964	–	–	0.06%	200
2025 Q4	$474K	Hold	1,964	–	–	0.05%	188
2025 Q3	$461K	Buy	+1,964	New	+$429K	0.06%	188
2024 Q1	–	Sell	-1,514	Closed	-$205K	–	231
2023 Q4	$205K	Buy	+1,514	New	+$186K	0.04%	199
2023 Q1	–	Sell	-2,329	Closed	-$256K	–	218
2022 Q4	$256K	Buy	+2,329	New	+$246K	0.05%	177

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

Per Stirling Capital Management's XAR Position: Q1 2026 in Review

Per Stirling Capital Management held its State Street SPDR S&P Aerospace & Defense ETF (XAR) position steady in Q1 2026 at 1,964 shares worth $499K. The position accounts for 0.06% of the portfolio, ranked #200.

Per Stirling Capital Management first reported a position in XAR in Q4 2022 and has held it in 5 quarters since. 566 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

Per Stirling Capital Management held 1,964 shares of State Street SPDR S&P Aerospace & Defense ETF worth $499K as of Q1 2026.
Per Stirling Capital Management left its State Street SPDR S&P Aerospace & Defense ETF share count unchanged in Q1 2026.
State Street SPDR S&P Aerospace & Defense ETF made up 0.06% of Per Stirling Capital Management's portfolio in Q1 2026, its #200 holding.
Per Stirling Capital Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2022 and has held it in 5 quarters since.
566 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.

Based on Per Stirling Capital Management's 13F filing for Q1 2026, filed 12 May 2026.