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Pinnacle Associates’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Pinnacle Associates’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 		$4.87M Buy
17,177
+85
+0.5% +$23K 0.05% 273
2026
Q1 		$4.34M Sell
17,092
-57
-0.3% -$15.6K 0.06% 282
2025
Q4 		$4.14M Buy
17,149
+917
+6% +$218K 0.05% 273
2025
Q3 		$3.81M Sell
16,232
-385
-2% -$84K 0.05% 285
2025
Q2 		$3.51M Sell
16,617
-740
-4% -$134K 0.05% 297
2025
Q1 		$2.79M Sell
17,357
-75
-0.4% -$12.6K 0.04% 325
2024
Q4 		$2.89M Sell
17,432
-44
-0.3% -$7.26K 0.04% 316
2024
Q3 		$2.37M Sell
17,476
-306
-2% -$45.6K 0.04% 345
2024
Q2 		$2.49M Buy
17,782
+41
+0.2% +$5.72K 0.04% 339
2024
Q1 		$2.49M Buy
17,741
+265
+2% +$35.6K 0.04% 340
2023
Q4 		$2.37M Buy
17,476
+1,160
+7% +$143K 0.04% 349
2023
Q3 		$1.83M Buy
16,316
+195
+1% +$23.3K 0.03% 363
2023
Q2 		$1.96M Sell
16,121
-225
-1% -$26.1K 0.03% 364
2023
Q1 		$1.91M Sell
16,346
-425
-3% -$49.4K 0.04% 312
2022
Q4 		$1.85M Sell
16,771
-250
-1% -$26.4K 0.04% 315
2022
Q3 		$1.56M Sell
17,021
-425
-2% -$44.4K 0.04% 322
2022
Q2 		$1.75M Buy
17,446
+3,730
+27% +$411K 0.04% 319
2022
Q1 		$1.71M Sell
13,716
-679
-5% -$79.7K 0.03% 363
2021
Q4 		$1.68M Sell
14,395
-300
-2% -$35.7K 0.03% 370
2021
Q3 		$1.75M Buy
14,695
+650
+5% +$80.3K 0.03% 360
2021
Q2 		$1.86M Buy
14,045
+475
+4% +$61K 0.03% 345
2021
Q1 		$1.7M Buy
13,570
+850
+7% +$103K 0.03% 350
2020
Q4 		$1.46M Buy
12,720
+5
+0% +$507 0.03% 345
2020
Q3 		$1.11M Buy
12,715
+1,350
+12% +$120K 0.03% 352
2020
Q2 		$997K Buy
+11,365
New +$942K 0.02% 364

Other funds holding XAR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
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

Pinnacle Associates's XAR Position: Q2 2026 in Review

Pinnacle Associates increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 0.5% in Q2 2026, buying an estimated $23K and bringing the position to 17,177 shares worth $4.87M. The position accounts for 0.05% of the portfolio, ranked #273.

Pinnacle Associates first reported a position in XAR in Q2 2020 and has held it in 25 quarters since. 615 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

  • Pinnacle Associates held 17,177 shares of State Street SPDR S&P Aerospace & Defense ETF worth $4.87M as of Q2 2026.
  • Pinnacle Associates bought 85 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $23K.
  • State Street SPDR S&P Aerospace & Defense ETF made up 0.05% of Pinnacle Associates's portfolio in Q2 2026, its #273 holding.
  • Pinnacle Associates first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q2 2020 and has held it in 25 quarters since.
  • 615 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.