Rothschild Investment LLC’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Rothschild Investment LLC’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	$19.6K	Hold	69	–	–	﹤0.01%	1558
2026 Q1	$17.6K	Sell	69 -50	-42%	-$13.7K	﹤0.01%	1473
2025 Q4	$28.8K	Hold	119	–	–	﹤0.01%	1199
2025 Q3	$28K	Buy	119 +69	+138%	+$15.1K	﹤0.01%	1155
2025 Q2	$10.5K	Hold	50	–	–	﹤0.01%	1206
2025 Q1	$8.04K	Hold	50	–	–	﹤0.01%	1237
2024 Q4	$8.29K	Buy	+50	New	+$8.25K	﹤0.01%	1189

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

Rothschild Investment LLC's XAR Position: Q2 2026 in Review

Rothschild Investment LLC held its State Street SPDR S&P Aerospace & Defense ETF (XAR) position steady in Q2 2026 at 69 shares worth $19.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1558.

Rothschild Investment LLC first reported a position in XAR in Q4 2024 and has held it in 7 quarters since. The position peaked at $28.8K in Q4 2025. 615 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Rothschild Investment LLC held 69 shares of State Street SPDR S&P Aerospace & Defense ETF worth $19.6K as of Q2 2026.
Rothschild Investment LLC left its State Street SPDR S&P Aerospace & Defense ETF share count unchanged in Q2 2026.
State Street SPDR S&P Aerospace & Defense ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1558 holding.
Rothschild Investment LLC first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2024 and has held it in 7 quarters since.
Rothschild Investment LLC's State Street SPDR S&P Aerospace & Defense ETF position peaked at $28.8K in Q4 2025.
615 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.