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 Q2	$547K	Sell	1,928 -36	-2%	-$9.73K	0.05%	210
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 $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 22.9% 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

Per Stirling Capital Management's XAR Position: Q2 2026 in Review

Per Stirling Capital Management reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 1.8% in Q2 2026, selling an estimated $9.73K and leaving 1,928 shares worth $547K. The position accounts for 0.05% of the portfolio, ranked #210.

Per Stirling Capital Management first reported a position in XAR in Q4 2022 and has held it in 6 quarters since. 618 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Per Stirling Capital Management held 1,928 shares of State Street SPDR S&P Aerospace & Defense ETF worth $547K as of Q2 2026.
Per Stirling Capital Management sold 36 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $9.73K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.05% of Per Stirling Capital Management's portfolio in Q2 2026, its #210 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 6 quarters since.
618 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Per Stirling Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.