Retirement Planning Group (Kansas)’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Retirement Planning Group (Kansas)’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	$2.75M	Buy	10,827 +2,313	+27%	+$633K	0.09%	105
2025 Q4	$2.05M	Sell	8,514 -513	-6%	-$122K	0.07%	113
2025 Q3	$2.12M	Sell	9,027 -546	-6%	-$119K	0.07%	109
2025 Q2	$2.02M	Sell	9,573 -867	-8%	-$157K	0.09%	87
2025 Q1	$1.68M	Sell	10,440 -2,232	-18%	-$375K	0.08%	95
2024 Q4	$2.1M	Sell	12,672 -10,315	-45%	-$1.7M	0.11%	76
2024 Q3	$3.62M	Sell	22,987 -16,722	-42%	-$2.49M	0.2%	56
2024 Q2	$5.56M	Buy	+39,709	New	+$5.54M	0.35%	33

Other funds holding XAR

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Retirement Planning Group (Kansas)'s XAR Position: Q1 2026 in Review

Retirement Planning Group (Kansas) increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 27% in Q1 2026, buying an estimated $633K and bringing the position to 10,827 shares worth $2.75M. The position accounts for 0.09% of the portfolio, ranked #105.

Retirement Planning Group (Kansas) first reported a position in XAR in Q2 2024 and has held it in 8 quarters since. The position peaked at $5.56M in Q2 2024. 566 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

Retirement Planning Group (Kansas) held 10,827 shares of State Street SPDR S&P Aerospace & Defense ETF worth $2.75M as of Q1 2026.
Retirement Planning Group (Kansas) bought 2,313 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2026, an estimated $633K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.09% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #105 holding.
Retirement Planning Group (Kansas) first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q2 2024 and has held it in 8 quarters since.
Retirement Planning Group (Kansas)'s State Street SPDR S&P Aerospace & Defense ETF position peaked at $5.56M in Q2 2024.
566 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.