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 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

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

Root Financial Partners's XAR Position: Q1 2026 in Review

Root Financial Partners reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 5.9% in Q1 2026, selling an estimated $26.3K and leaving 1,535 shares worth $390K. The position accounts for 0.02% of the portfolio, ranked #199.

Root Financial Partners first reported a position in XAR in Q4 2023 and has held it in 10 quarters since. The position peaked at $394K in Q4 2025. 566 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

Root Financial Partners held 1,535 shares of State Street SPDR S&P Aerospace & Defense ETF worth $390K as of Q1 2026.
Root Financial Partners sold 96 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2026, an estimated $26.3K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.02% of Root Financial Partners's portfolio in Q1 2026, its #199 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 10 quarters since.
Root Financial Partners's State Street SPDR S&P Aerospace & Defense ETF position peaked at $394K in Q4 2025.
566 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.