Private Advisory Group’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Private Advisory Group’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 Q3	–	Sell	-1,118	Closed	-$317K	–	373
2026 Q2	$317K	Buy	+1,118	New	+$302K	0.02%	253
2024 Q1	–	Sell	-3,005	Closed	-$407K	–	222
2023 Q4	$407K	Sell	3,005 -673	-18%	-$82.9K	0.07%	151
2023 Q3	$412K	Sell	3,678 -2,250	-38%	-$269K	0.08%	151
2023 Q2	$720K	Buy	+5,928	New	+$689K	0.14%	126
2018 Q4	–	Sell	-20,879	Closed	-$1.97M	–	157
2018 Q3	$1.97M	Buy	20,879 +14,665	+236%	+$1.38M	1%	36
2018 Q2	$541K	Buy	+6,214	New	+$547K	0.27%	96
2018 Q1	–	Sell	-10,482	Closed	-$876K	–	140
2017 Q4	$876K	Sell	10,482 -237	-2%	-$19.4K	0.47%	51
2017 Q3	$855K	Buy	10,719 +217	+2%	+$16.2K	0.51%	49
2017 Q2	$740K	Buy	10,502 +3,570	+52%	+$246K	0.44%	53
2017 Q1	$463K	Buy	+6,932	New	+$460K	0.31%	89

Other funds holding XAR

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Enclave Advisors Austin, Texas $793M AUM 15.9% 1-Year Est. Return

Private Advisory Group's XAR Position: Q3 2026 in Review

Private Advisory Group sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q3 2026, closing a stake of 1,118 shares — an estimated $317K sold.

Private Advisory Group first reported a position in XAR in Q1 2017 and held it in 10 quarters. The position peaked at $1.97M in Q3 2018. 491 funds tracked by Wall St. Rank hold XAR as of Q3 2026.

Private Advisory Group reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q3 2026 after selling out during the quarter.
Private Advisory Group sold 1,118 State Street SPDR S&P Aerospace & Defense ETF shares in Q3 2026, an estimated $317K.
Private Advisory Group first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2017 and held it in 10 quarters.
Private Advisory Group's State Street SPDR S&P Aerospace & Defense ETF position peaked at $1.97M in Q3 2018.
491 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q3 2026.

Based on Private Advisory Group's 13F filing for Q3 2026, filed 6 Nov 2026.