Powell Investment Advisors’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Powell Investment 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	$1.27M	Buy	5,020 +1,760	+54%	+$482K	0.44%	32
2025 Q4	$786K	Hold	3,260	–	–	0.27%	55
2025 Q3	$766K	Buy	3,260 +900	+38%	+$196K	0.27%	57
2025 Q2	$498K	Hold	2,360	–	–	0.19%	76
2025 Q1	$379K	Hold	2,360	–	–	0.19%	70
2024 Q4	$391K	Buy	2,360 +610	+35%	+$101K	0.18%	80
2024 Q3	$275K	Hold	1,750	–	–	0.13%	98
2024 Q2	$245K	Hold	1,750	–	–	0.13%	97
2024 Q1	$246K	Hold	1,750	–	–	0.13%	94
2023 Q4	$237K	Buy	+1,750	New	+$216K	0.13%	100

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

Powell Investment Advisors's XAR Position: Q1 2026 in Review

Powell Investment Advisors increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 54% in Q1 2026, buying an estimated $482K and bringing the position to 5,020 shares worth $1.27M. The position accounts for 0.44% of the portfolio, ranked #32.

Powell Investment Advisors first reported a position in XAR in Q4 2023 and has held it in 10 quarters since. 566 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

Powell Investment Advisors held 5,020 shares of State Street SPDR S&P Aerospace & Defense ETF worth $1.27M as of Q1 2026.
Powell Investment Advisors bought 1,760 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2026, an estimated $482K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.44% of Powell Investment Advisors's portfolio in Q1 2026, its #32 holding.
Powell Investment Advisors first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2023 and has held it in 10 quarters since.
566 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.

Based on Powell Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.