Principle Wealth Partners’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Principle Wealth Partners’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	$276K	Sell	1,088 -11	-1%	-$3.01K	0.02%	326
2025 Q4	$265K	Hold	1,099	–	–	0.01%	334
2025 Q3	$258K	Hold	1,099	–	–	0.02%	329
2025 Q2	$232K	Buy	+1,099	New	+$199K	0.01%	340
2023 Q2	–	Sell	-2,064	Closed	-$241K	–	329
2023 Q1	$241K	Hold	2,064	–	–	0.03%	288
2022 Q4	$227K	Buy	+2,064	New	+$218K	0.03%	286
2022 Q2	–	Sell	-1,944	Closed	-$242K	–	329
2022 Q1	$242K	Hold	1,944	–	–	0.03%	289
2021 Q4	$226K	Sell	1,944 -100	-5%	-$11.9K	0.02%	295
2021 Q3	$244K	Hold	2,044	–	–	0.03%	283
2021 Q2	$270K	Hold	2,044	–	–	0.03%	267
2021 Q1	$257K	Buy	2,044 +33	+2%	+$3.99K	0.03%	255
2020 Q4	$231K	Sell	2,011 -364	-15%	-$36.9K	0.03%	256
2020 Q3	$207K	Hold	2,375	–	–	0.06%	143
2020 Q2	$208K	Buy	+2,375	New	+$197K	0.06%	143
2020 Q1	–	Sell	-3,260	Closed	-$356K	–	173
2019 Q4	$356K	Sell	3,260 -1,565	-32%	-$169K	0.11%	118
2019 Q3	$515K	Hold	4,825	–	–	0.18%	97
2019 Q2	$501K	Hold	4,825	–	–	0.26%	74
2019 Q1	$443K	Hold	4,825	–	–	0.25%	73
2018 Q4	$381K	Buy	+4,825	New	+$425K	0.32%	73

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

Principle Wealth Partners's XAR Position: Q1 2026 in Review

Principle Wealth Partners reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 1% in Q1 2026, selling an estimated $3.01K and leaving 1,088 shares worth $276K. The position accounts for 0.02% of the portfolio, ranked #326.

Principle Wealth Partners first reported a position in XAR in Q4 2018 and has held it in 19 quarters since. The position peaked at $515K in Q3 2019. 566 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

Principle Wealth Partners held 1,088 shares of State Street SPDR S&P Aerospace & Defense ETF worth $276K as of Q1 2026.
Principle Wealth Partners sold 11 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2026, an estimated $3.01K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.02% of Principle Wealth Partners's portfolio in Q1 2026, its #326 holding.
Principle Wealth Partners first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2018 and has held it in 19 quarters since.
Principle Wealth Partners's State Street SPDR S&P Aerospace & Defense ETF position peaked at $515K in Q3 2019.
566 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.