Portfolio Strategies’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Portfolio Strategies’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	$590K	Buy	+2,322	New	+$636K	0.07%	40
2019 Q4	–	Sell	-41,880	Closed	-$4.47M	–	62
2019 Q3	$4.47M	Buy	41,880 +39,829	+1,942%	+$4.23M	2.29%	16
2019 Q2	$213K	Buy	+2,051	New	+$200K	0.14%	52
2018 Q4	–	Sell	-10	Closed	-$1K	–	205
2018 Q3	$1K	Buy	+10	New	+$944	﹤0.01%	231

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 $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

Portfolio Strategies's XAR Position: Q1 2026 in Review

Portfolio Strategies opened a new position in State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q1 2026: 2,322 shares worth $590K. The stake represents 0.07% of the portfolio and ranks #40 among its holdings. This is a return to the name: Portfolio Strategies previously reported a position in XAR as recently as Q3 2019.

Portfolio Strategies first reported a position in XAR in Q3 2018 and has held it in 4 quarters since. The position peaked at $4.47M in Q3 2019. 567 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

Portfolio Strategies held 2,322 shares of State Street SPDR S&P Aerospace & Defense ETF worth $590K as of Q1 2026.
State Street SPDR S&P Aerospace & Defense ETF was a new Portfolio Strategies position in Q1 2026.
State Street SPDR S&P Aerospace & Defense ETF made up 0.07% of Portfolio Strategies's portfolio in Q1 2026, its #40 holding.
Portfolio Strategies first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2018 and has held it in 4 quarters since.
Portfolio Strategies's State Street SPDR S&P Aerospace & Defense ETF position peaked at $4.47M in Q3 2019.
567 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.

Based on Portfolio Strategies's 13F filing for Q1 2026, filed 5 May 2026.