Plante Moran Financial Advisors’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Plante Moran Financial Advisors’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	$22.4K	Hold	88	–	–	﹤0.01%	415
2025 Q4	$21.2K	Hold	88	–	–	﹤0.01%	439
2025 Q3	$20.7K	Hold	88	–	–	﹤0.01%	456
2025 Q2	$18.6K	Hold	88	–	–	﹤0.01%	483
2025 Q1	$14.1K	Hold	88	–	–	﹤0.01%	523
2024 Q4	$14.6K	Buy	+88	New	+$14.5K	﹤0.01%	528
2015 Q1	–	Sell	-50	Closed	-$3K	–	799
2014 Q4	$3K	Buy	+50	New	+$2.58K	﹤0.01%	732

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

Plante Moran Financial Advisors's XAR Position: Q1 2026 in Review

Plante Moran Financial Advisors held its State Street SPDR S&P Aerospace & Defense ETF (XAR) position steady in Q1 2026 at 88 shares worth $22.4K. The position accounts for ﹤0.01% of the portfolio, ranked #415.

Plante Moran Financial Advisors first reported a position in XAR in Q4 2014 and has held it in 7 quarters since. 566 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

Plante Moran Financial Advisors held 88 shares of State Street SPDR S&P Aerospace & Defense ETF worth $22.4K as of Q1 2026.
Plante Moran Financial Advisors left its State Street SPDR S&P Aerospace & Defense ETF share count unchanged in Q1 2026.
State Street SPDR S&P Aerospace & Defense ETF made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q1 2026, its #415 holding.
Plante Moran Financial Advisors first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2014 and has held it in 7 quarters since.
566 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.