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

Prosperity Financial 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
Q1 		$335K Hold
1,320
– – 0.12% 136
2025
Q4 		$318K Hold
1,320
– – 0.11% 132
2025
Q3 		$310K Hold
1,320
– – 0.11% 130
2025
Q2 		$278K Sell
1,320
-100
-7% -$18.1K 0.12% 133
2025
Q1 		$228K Sell
1,420
-6
-0.4% -$1.01K 0.11% 136
2024
Q4 		$236K Sell
1,426
-2
-0.1% -$330 0.12% 141
2024
Q3 		$225K Sell
1,428
-67
-4% -$9.98K 0.13% 135
2024
Q2 		$209K Buy
1,495
+60
+4% +$8.37K 0.13% 130
2024
Q1 		$202K Sell
1,435
-60
-4% -$8.05K 0.12% 137
2023
Q4 		$202K Sell
1,495
-300
-17% -$36.9K 0.14% 121
2023
Q3 		$201K Sell
1,795
-27
-1% -$3.23K 0.17% 105
2023
Q2 		$221K Sell
1,822
-300
-14% -$34.9K 0.19% 112
2023
Q1 		$248K Sell
2,122
-22
-1% -$2.56K 0.25% 83
2022
Q4 		$236K Buy
+2,144
New +$226K 0.25% 78

Other funds holding XAR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $530B 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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

Prosperity Financial Group's XAR Position: Q1 2026 in Review

Prosperity Financial Group held its State Street SPDR S&P Aerospace & Defense ETF (XAR) position steady in Q1 2026 at 1,320 shares worth $335K. The position accounts for 0.12% of the portfolio, ranked #136.

Prosperity Financial Group first reported a position in XAR in Q4 2022 and has held it in 14 quarters since. 566 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

  • Prosperity Financial Group held 1,320 shares of State Street SPDR S&P Aerospace & Defense ETF worth $335K as of Q1 2026.
  • Prosperity Financial Group left its State Street SPDR S&P Aerospace & Defense ETF share count unchanged in Q1 2026.
  • State Street SPDR S&P Aerospace & Defense ETF made up 0.12% of Prosperity Financial Group's portfolio in Q1 2026, its #136 holding.
  • Prosperity Financial Group first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2022 and has held it in 14 quarters since.
  • 566 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.

Based on Prosperity Financial Group's 13F filing for Q1 2026, filed 13 May 2026.