Stonebridge Financial Planning Group’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Stonebridge Financial Planning Group’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	$991K	Buy	3,902 +469	+14%	+$128K	0.36%	85
2025 Q4	$828K	Buy	3,433 +664	+24%	+$158K	0.3%	93
2025 Q3	$651K	Buy	2,769 +913	+49%	+$199K	0.24%	107
2025 Q2	$392K	Buy	+1,856	New	+$336K	0.16%	124

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

Stonebridge Financial Planning Group's XAR Position: Q1 2026 in Review

Stonebridge Financial Planning Group increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 14% in Q1 2026, buying an estimated $128K and bringing the position to 3,902 shares worth $991K. The position accounts for 0.36% of the portfolio, ranked #85.

Stonebridge Financial Planning Group first reported a position in XAR in Q2 2025 and has held it in 4 quarters since. 566 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

Stonebridge Financial Planning Group held 3,902 shares of State Street SPDR S&P Aerospace & Defense ETF worth $991K as of Q1 2026.
Stonebridge Financial Planning Group bought 469 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2026, an estimated $128K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.36% of Stonebridge Financial Planning Group's portfolio in Q1 2026, its #85 holding.
Stonebridge Financial Planning Group first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q2 2025 and has held it in 4 quarters since.
566 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.