Sittner & Nelson’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Sittner & Nelson’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	$264K	Hold	1,040	–	–	0.1%	141
2025 Q4	$283K	Hold	1,040	–	–	0.1%	130
2025 Q3	$244K	Hold	1,040	–	–	0.09%	128
2025 Q2	$219K	Hold	1,040	–	–	0.09%	137
2025 Q1	$167K	Hold	1,040	–	–	0.07%	154
2024 Q4	$172K	Hold	1,040	–	–	0.07%	142
2024 Q3	$164K	Hold	1,040	–	–	0.07%	145
2024 Q2	$146K	Sell	1,040 -6	-0.6%	-$837	0.07%	136
2024 Q1	$147K	Buy	1,046 +6	+0.6%	+$805	0.07%	137
2023 Q4	$141K	Hold	1,040	–	–	0.08%	136
2023 Q3	$117K	Hold	1,040	–	–	0.07%	141
2023 Q2	$126K	Hold	1,040	–	–	0.07%	140
2023 Q1	$122K	Hold	1,040	–	–	0.07%	154
2022 Q4	$114K	Hold	1,040	–	–	0.07%	153
2022 Q3	$95K	Hold	1,040	–	–	0.06%	160
2022 Q2	$105K	Hold	1,040	–	–	0.07%	140
2022 Q1	$130K	Hold	1,040	–	–	0.08%	128
2021 Q4	$121K	Hold	1,040	–	–	0.07%	135
2021 Q3	$124K	Hold	1,040	–	–	0.08%	124
2021 Q2	$138K	Hold	1,040	–	–	0.1%	111
2021 Q1	$131K	Hold	1,040	–	–	0.1%	111
2020 Q4	$119K	Buy	+1,040	New	+$105K	0.11%	102

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

Sittner & Nelson's XAR Position: Q1 2026 in Review

Sittner & Nelson held its State Street SPDR S&P Aerospace & Defense ETF (XAR) position steady in Q1 2026 at 1,040 shares worth $264K. The position accounts for 0.1% of the portfolio, ranked #141.

Sittner & Nelson first reported a position in XAR in Q4 2020 and has held it in 22 quarters since. The position peaked at $283K in Q4 2025. 566 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

Sittner & Nelson held 1,040 shares of State Street SPDR S&P Aerospace & Defense ETF worth $264K as of Q1 2026.
Sittner & Nelson left its State Street SPDR S&P Aerospace & Defense ETF share count unchanged in Q1 2026.
State Street SPDR S&P Aerospace & Defense ETF made up 0.1% of Sittner & Nelson's portfolio in Q1 2026, its #141 holding.
Sittner & Nelson first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2020 and has held it in 22 quarters since.
Sittner & Nelson's State Street SPDR S&P Aerospace & Defense ETF position peaked at $283K 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 Sittner & Nelson's 13F filing for Q1 2026, filed 12 May 2026.