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 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 $376B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mirae Asset Global Investments

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Howard Capital Management Group Los Angeles, California $1.51B AUM 21.57% 1-Year Est. Return