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

Raymond James Financial’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	$73.6M	Buy	259,178 +3,384	+1%	+$915K	0.02%	715
2026 Q1	$65M	Buy	255,794 +336	+0.1%	+$92K	0.02%	719
2025 Q4	$61.6M	Buy	255,458 +5,337	+2%	+$1.27M	0.02%	719
2025 Q3	$58.8M	Buy	250,121 +55,705	+29%	+$12.2M	0.02%	714
2025 Q2	$41M	Buy	194,416 +26,306	+16%	+$4.77M	0.01%	878
2025 Q1	$27M	Buy	168,110 +34,722	+26%	+$5.84M	0.01%	1089
2024 Q4	$22.1M	Buy	+133,388	New	+$22M	0.01%	1231

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial's XAR Position: Q2 2026 in Review

Raymond James Financial increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 1.3% in Q2 2026, buying an estimated $915K and bringing the position to 259,178 shares worth $73.6M. The position accounts for 0.02% of the portfolio, ranked #715.

Raymond James Financial first reported a position in XAR in Q4 2024 and has held it in 7 quarters since. 615 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Raymond James Financial held 259,178 shares of State Street SPDR S&P Aerospace & Defense ETF worth $73.6M as of Q2 2026.
Raymond James Financial bought 3,384 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $915K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.02% of Raymond James Financial's portfolio in Q2 2026, its #715 holding.
Raymond James Financial first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2024 and has held it in 7 quarters since.
615 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.