Picton Mahoney Asset Management’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Picton Mahoney Asset 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	$152K	Sell	600 -100	-14%	-$27.4K	﹤0.01%	857
2025 Q4	$169K	Buy	700 +600	+600%	+$143K	﹤0.01%	818
2025 Q3	$23K	Hold	100	–	–	﹤0.01%	769
2025 Q2	$21K	Sell	100 -100	-50%	-$18.1K	﹤0.01%	676
2025 Q1	$32K	Sell	200 -100	-33%	-$16.8K	﹤0.01%	486
2024 Q4	$50K	Sell	300 -1,000	-77%	-$165K	﹤0.01%	397
2024 Q3	$205K	Buy	1,300 +300	+30%	+$44.7K	0.01%	324
2024 Q2	$140K	Sell	1,000 -600	-38%	-$83.7K	0.01%	330
2024 Q1	$225K	Buy	1,600 +500	+45%	+$67.1K	0.01%	262
2023 Q4	$149K	Sell	1,100 -400	-27%	-$49.3K	﹤0.01%	323
2023 Q3	$168K	Hold	1,500	–	–	0.01%	270
2023 Q2	$182K	Sell	1,500 -900	-38%	-$105K	0.01%	288
2023 Q1	$281K	Buy	2,400 +1,300	+118%	+$151K	0.01%	320
2022 Q4	$121K	Buy	+1,100	New	+$116K	0.01%	522

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 $424B AUM 22.94% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

Picton Mahoney Asset Management's XAR Position: Q1 2026 in Review

Picton Mahoney Asset Management reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 14% in Q1 2026, selling an estimated $27.4K and leaving 600 shares worth $152K. The position accounts for ﹤0.01% of the portfolio, ranked #857.

Picton Mahoney Asset Management first reported a position in XAR in Q4 2022 and has held it in 14 quarters since. The position peaked at $281K in Q1 2023. 567 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

Picton Mahoney Asset Management held 600 shares of State Street SPDR S&P Aerospace & Defense ETF worth $152K as of Q1 2026.
Picton Mahoney Asset Management sold 100 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2026, an estimated $27.4K.
State Street SPDR S&P Aerospace & Defense ETF made up ﹤0.01% of Picton Mahoney Asset Management's portfolio in Q1 2026, its #857 holding.
Picton Mahoney Asset Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2022 and has held it in 14 quarters since.
Picton Mahoney Asset Management's State Street SPDR S&P Aerospace & Defense ETF position peaked at $281K in Q1 2023.
567 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.

Based on Picton Mahoney Asset Management's 13F filing for Q1 2026, filed 13 May 2026.