Rappaport Reiches Capital Management’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Rappaport Reiches Capital Management’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
2025 Q1	$927K	Buy	5,766 +6	+0.1%	+$1.01K	0.23%	44
2024 Q4	$955K	Buy	5,760 +619	+12%	+$102K	0.25%	45
2024 Q3	$809K	Buy	5,141 +182	+4%	+$27.1K	0.22%	47
2024 Q2	$694K	Buy	4,959 +536	+12%	+$74.8K	0.2%	47
2024 Q1	$621K	Buy	4,423 +2,389	+117%	+$320K	0.19%	56
2023 Q4	$275K	Buy	+2,034	New	+$250K	0.1%	67

Other funds holding XAR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HCMG

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Rappaport Reiches Capital Management's XAR Position: Q1 2025 in Review

Rappaport Reiches Capital Management increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 0.1% in Q1 2025, buying an estimated $1.01K and bringing the position to 5,766 shares worth $927K. The position accounts for 0.23% of the portfolio, ranked #44.

Rappaport Reiches Capital Management first reported a position in XAR in Q4 2023 and has held it in 6 quarters since. The position peaked at $955K in Q4 2024. 368 funds tracked by Wall St. Rank hold XAR as of Q1 2025.

Rappaport Reiches Capital Management held 5,766 shares of State Street SPDR S&P Aerospace & Defense ETF worth $927K as of Q1 2025.
Rappaport Reiches Capital Management bought 6 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2025, an estimated $1.01K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.23% of Rappaport Reiches Capital Management's portfolio in Q1 2025, its #44 holding.
Rappaport Reiches Capital Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2023 and has held it in 6 quarters since.
Rappaport Reiches Capital Management's State Street SPDR S&P Aerospace & Defense ETF position peaked at $955K in Q4 2024.
368 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2025.

Based on Rappaport Reiches Capital Management's 13F filing for Q1 2025, filed 22 Apr 2025.