Principal Securities’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Principal Securities’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 Q2	$5.52M	Buy	19,457 +645	+3%	+$174K	0.07%	262
2026 Q1	$4.78M	Buy	18,812 +2,868	+18%	+$785K	0.07%	272
2025 Q4	$3.85M	Buy	15,944 +274	+2%	+$65.1K	0.06%	304
2025 Q3	$3.68M	Buy	15,670 +652	+4%	+$142K	0.06%	290
2025 Q2	$3.17M	Buy	15,018 +5,155	+52%	+$934K	0.06%	293
2025 Q1	$1.64M	Hold	9,863	–	–	0.04%	419
2024 Q4	$1.64M	Buy	9,863 +316	+3%	+$52.1K	0.04%	417
2024 Q3	$1.5M	Buy	9,547 +1,511	+19%	+$225K	0.04%	427
2024 Q2	$1.12M	Buy	8,036 +290	+4%	+$40.5K	0.03%	452
2024 Q1	$1.09M	Buy	7,746 +105	+1%	+$14.1K	0.03%	434
2023 Q4	$1.03M	Buy	+7,641	New	+$941K	0.04%	400

Other funds holding XAR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

Principal Securities's XAR Position: Q2 2026 in Review

Principal Securities increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 3.4% in Q2 2026, buying an estimated $174K and bringing the position to 19,457 shares worth $5.52M. The position accounts for 0.07% of the portfolio, ranked #262.

Principal Securities first reported a position in XAR in Q4 2023 and has held it in 11 quarters since. 615 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Principal Securities held 19,457 shares of State Street SPDR S&P Aerospace & Defense ETF worth $5.52M as of Q2 2026.
Principal Securities bought 645 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $174K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.07% of Principal Securities's portfolio in Q2 2026, its #262 holding.
Principal Securities first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2023 and has held it in 11 quarters since.
615 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.