Planning Directions’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Planning Directions’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	$806K	Buy	3,172 +25	+0.8%	+$6.85K	0.41%	37
2025 Q4	$759K	Sell	3,147 -5	-0.2%	-$1.19K	0.38%	38
2025 Q3	$741K	Buy	3,152 +7	+0.2%	+$1.53K	0.39%	36
2025 Q2	$664K	Sell	3,145 -185	-6%	-$33.5K	0.37%	37
2025 Q1	$535K	Sell	3,330 -23	-0.7%	-$3.87K	0.23%	61
2024 Q4	$556K	Sell	3,353 -54	-2%	-$8.91K	0.32%	37
2024 Q3	$536K	Sell	3,407 -48	-1%	-$7.15K	0.32%	41
2024 Q2	$484K	Buy	3,455 +4	+0.1%	+$558	0.33%	39
2024 Q1	$485K	Sell	3,451 -121	-3%	-$16.2K	0.34%	41
2023 Q4	$484K	Sell	3,572 -112	-3%	-$13.8K	0.35%	38
2023 Q3	$413K	Sell	3,684 -152	-4%	-$18.2K	0.32%	37
2023 Q2	$466K	Buy	3,836 +156	+4%	+$18.1K	0.34%	40
2023 Q1	$430K	Buy	3,680 +670	+22%	+$77.9K	0.32%	42
2022 Q4	$331K	Buy	3,010 +3	+0.1%	+$317	0.25%	49
2022 Q3	$276K	Buy	3,007 +4	+0.1%	+$418	0.22%	49
2022 Q2	$302K	Sell	3,003 -258	-8%	-$28.4K	0.23%	47
2022 Q1	$407K	Sell	3,261 -249	-7%	-$29.2K	0.29%	46
2021 Q4	$409K	Sell	3,510 -328	-9%	-$39K	0.27%	46
2021 Q3	$458K	Sell	3,838 -265	-6%	-$32.8K	0.33%	43
2021 Q2	$543K	Sell	4,103 -482	-11%	-$61.9K	0.4%	39
2021 Q1	$576K	Sell	4,585 -452	-9%	-$54.7K	0.45%	34
2020 Q4	$578K	Sell	5,037 -478	-9%	-$48.4K	0.47%	32
2020 Q3	$482K	Sell	5,515 -509	-8%	-$45.2K	0.42%	34
2020 Q2	$528K	Buy	+6,024	New	+$499K	0.49%	35
2020 Q1	–	Sell	-6,748	Closed	-$736K	–	103
2019 Q4	$736K	Sell	6,748 -895	-12%	-$96.7K	0.68%	28
2019 Q3	$816K	Sell	7,643 -362	-5%	-$38.4K	0.78%	26
2019 Q2	$832K	Sell	8,005 -340	-4%	-$33.2K	0.84%	27
2019 Q1	$766K	Sell	8,345 -272	-3%	-$24.4K	0.91%	28
2018 Q4	$680K	Sell	8,617 -61	-0.7%	-$5.37K	0.84%	29
2018 Q3	$864K	Buy	8,678 +174	+2%	+$16.4K	0.8%	28
2018 Q2	$741K	Buy	8,504 +633	+8%	+$55.8K	0.72%	29
2018 Q1	$684K	Buy	+7,871	New	+$683K	0.67%	29

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

Planning Directions's XAR Position: Q1 2026 in Review

Planning Directions increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 0.79% in Q1 2026, buying an estimated $6.85K and bringing the position to 3,172 shares worth $806K. The position accounts for 0.41% of the portfolio, ranked #37.

Planning Directions first reported a position in XAR in Q1 2018 and has held it in 32 quarters since. The position peaked at $864K in Q3 2018. 566 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

Planning Directions held 3,172 shares of State Street SPDR S&P Aerospace & Defense ETF worth $806K as of Q1 2026.
Planning Directions bought 25 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2026, an estimated $6.85K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.41% of Planning Directions's portfolio in Q1 2026, its #37 holding.
Planning Directions first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2018 and has held it in 32 quarters since.
Planning Directions's State Street SPDR S&P Aerospace & Defense ETF position peaked at $864K in Q3 2018.
566 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.

Based on Planning Directions's 13F filing for Q1 2026, filed 15 Apr 2026.