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

Rathbones 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 Q2	$540K	Buy	1,903 +500	+36%	+$135K	﹤0.01%	466
2026 Q1	$356K	Hold	1,403	–	–	﹤0.01%	504
2025 Q4	$338K	Hold	1,403	–	–	﹤0.01%	504
2025 Q3	$330K	Buy	1,403 +61	+5%	+$13.3K	﹤0.01%	501
2025 Q2	$283K	Sell	1,342 -185	-12%	-$33.5K	﹤0.01%	505
2025 Q1	$245K	Buy	+1,527	New	+$257K	﹤0.01%	496

Other funds holding XAR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HCMG

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

Rathbones Group's XAR Position: Q2 2026 in Review

Rathbones Group increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 36% in Q2 2026, buying an estimated $135K and bringing the position to 1,903 shares worth $540K. The position accounts for ﹤0.01% of the portfolio, ranked #466.

Rathbones Group first reported a position in XAR in Q1 2025 and has held it in 6 quarters since. 614 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Rathbones Group held 1,903 shares of State Street SPDR S&P Aerospace & Defense ETF worth $540K as of Q2 2026.
Rathbones Group bought 500 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $135K.
State Street SPDR S&P Aerospace & Defense ETF made up ﹤0.01% of Rathbones Group's portfolio in Q2 2026, its #466 holding.
Rathbones Group first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2025 and has held it in 6 quarters since.
614 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Rathbones Group's 13F filing for Q2 2026, filed 23 Jul 2026.