Sheets Smith Investment Management’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Sheets Smith Investment Management’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
2025 Q3	$349K	Buy	+1,484	New	+$324K	0.23%	95

Other funds holding XAR

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

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

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Sheets Smith Investment Management's XAR Position: Q3 2025 in Review

Sheets Smith Investment Management opened a new position in State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q3 2025: 1,484 shares worth $349K. The stake represents 0.23% of the portfolio and ranks #95 among its holdings.

451 funds tracked by Wall St. Rank hold XAR as of Q3 2025.

Sheets Smith Investment Management held 1,484 shares of State Street SPDR S&P Aerospace & Defense ETF worth $349K as of Q3 2025.
State Street SPDR S&P Aerospace & Defense ETF was a new Sheets Smith Investment Management position in Q3 2025.
State Street SPDR S&P Aerospace & Defense ETF made up 0.23% of Sheets Smith Investment Management's portfolio in Q3 2025, its #95 holding.
451 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q3 2025.

Based on Sheets Smith Investment Management's 13F filing for Q3 2025, filed 8 Oct 2025.