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

PFS 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 Q3	$927	Hold	4	–	–	﹤0.01%	573
2026 Q2	$1.14K	Hold	4	–	–	﹤0.01%	560
2026 Q1	$1.02K	Hold	4	–	–	﹤0.01%	552
2025 Q4	$966	Buy	+4	New	+$951	﹤0.01%	550

Other funds holding XAR

Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return

Enclave Advisors Austin, Texas $793M AUM 15.9% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Bourgeon Capital Management Darien, Connecticut $696M AUM 39.92% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Southern Capital Services Daphne, Alabama $176M AUM 16.02% 1-Year Est. Return

PFS Partners's XAR Position: Q3 2026 in Review

PFS Partners held its State Street SPDR S&P Aerospace & Defense ETF (XAR) position steady in Q3 2026 at 4 shares worth $927. The position accounts for ﹤0.01% of the portfolio, ranked #573.

PFS Partners first reported a position in XAR in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.14K in Q2 2026. 175 funds tracked by Wall St. Rank hold XAR as of Q3 2026.

PFS Partners held 4 shares of State Street SPDR S&P Aerospace & Defense ETF worth $927 as of Q3 2026.
PFS Partners left its State Street SPDR S&P Aerospace & Defense ETF share count unchanged in Q3 2026.
State Street SPDR S&P Aerospace & Defense ETF made up ﹤0.01% of PFS Partners's portfolio in Q3 2026, its #573 holding.
PFS Partners first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2025 and has held it in 4 quarters since.
PFS Partners's State Street SPDR S&P Aerospace & Defense ETF position peaked at $1.14K in Q2 2026.
175 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q3 2026.

Based on PFS Partners's 13F filing for Q3 2026, filed 21 Oct 2026.