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

Prime Capital 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	$708K	Sell	2,788 -31	-1%	-$8.49K	0.01%	589
2025 Q4	$680K	Sell	2,819 -30	-1%	-$7.13K	0.01%	574
2025 Q3	$669K	Buy	2,849 +28	+1%	+$6.11K	0.01%	565
2025 Q2	$595K	Sell	2,821 -5,836	-67%	-$1.06M	0.01%	561
2025 Q1	$1.39M	Buy	8,657 +5,999	+226%	+$1.01M	0.02%	438
2024 Q4	$441K	Sell	2,658 -1	-0%	-$165	0.01%	602
2024 Q3	$418K	Buy	2,659 +456	+21%	+$67.9K	0.01%	636
2024 Q2	$308K	Sell	2,203 -136	-6%	-$19K	﹤0.01%	715
2024 Q1	$329K	Buy	2,339 +15	+0.6%	+$2.01K	﹤0.01%	749
2023 Q4	$315K	Buy	2,324 +90	+4%	+$11.1K	﹤0.01%	721
2023 Q3	$250K	Sell	2,234 -233	-9%	-$27.9K	0.01%	632
2023 Q2	$300K	Buy	+2,467	New	+$287K	0.01%	605
2023 Q1	–	Sell	-2,329	Closed	-$256K	–	669
2022 Q4	$256K	Buy	+2,329	New	+$246K	0.01%	449

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

Prime Capital Investment Advisors's XAR Position: Q1 2026 in Review

Prime Capital Investment Advisors reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 1.1% in Q1 2026, selling an estimated $8.49K and leaving 2,788 shares worth $708K. The position accounts for 0.01% of the portfolio, ranked #589.

Prime Capital Investment Advisors first reported a position in XAR in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.39M in Q1 2025. 566 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

Prime Capital Investment Advisors held 2,788 shares of State Street SPDR S&P Aerospace & Defense ETF worth $708K as of Q1 2026.
Prime Capital Investment Advisors sold 31 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2026, an estimated $8.49K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.01% of Prime Capital Investment Advisors's portfolio in Q1 2026, its #589 holding.
Prime Capital Investment Advisors first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2022 and has held it in 13 quarters since.
Prime Capital Investment Advisors's State Street SPDR S&P Aerospace & Defense ETF position peaked at $1.39M in Q1 2025.
566 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.