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

Root Financial Partners’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 Q3	$379K	Buy	1,638 +41	+3%	+$10.8K	0.01%	271
2026 Q2	$453K	Buy	1,597 +62	+4%	+$16.8K	0.02%	211
2026 Q1	$390K	Sell	1,535 -96	-6%	-$26.3K	0.02%	199
2025 Q4	$394K	Hold	1,631	–	–	0.02%	193
2025 Q3	$383K	Hold	1,631	–	–	0.02%	180
2025 Q2	$344K	Hold	1,631	–	–	0.03%	169
2025 Q1	$262K	Buy	1,631 +96	+6%	+$16.1K	0.03%	171
2024 Q4	$255K	Hold	1,535	–	–	0.03%	174
2024 Q3	$242K	Hold	1,535	–	–	0.04%	137
2024 Q2	$215K	Hold	1,535	–	–	0.05%	109
2024 Q1	$216K	Hold	1,535	–	–	0.06%	90
2023 Q4	$208K	Buy	+1,535	New	+$189K	0.08%	75

Other funds holding XAR

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Root Financial Partners's XAR Position: Q3 2026 in Review

Root Financial Partners increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 2.6% in Q3 2026, buying an estimated $10.8K and bringing the position to 1,638 shares worth $379K. The position accounts for 0.01% of the portfolio, ranked #271.

Root Financial Partners first reported a position in XAR in Q4 2023 and has held it in 12 quarters since. The position peaked at $453K in Q2 2026. 545 funds tracked by Wall St. Rank hold XAR as of Q3 2026.

Root Financial Partners held 1,638 shares of State Street SPDR S&P Aerospace & Defense ETF worth $379K as of Q3 2026.
Root Financial Partners bought 41 State Street SPDR S&P Aerospace & Defense ETF shares in Q3 2026, an estimated $10.8K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #271 holding.
Root Financial Partners first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2023 and has held it in 12 quarters since.
Root Financial Partners's State Street SPDR S&P Aerospace & Defense ETF position peaked at $453K in Q2 2026.
545 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.