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

Summit Financial’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	$2.44M	Buy	9,614 +486	+5%	+$133K	0.03%	520
2025 Q4	$2.2M	Buy	9,128 +426	+5%	+$101K	0.03%	471
2025 Q3	$2.04M	Buy	8,702 +1,152	+15%	+$251K	0.03%	476
2025 Q2	$1.59M	Sell	7,550 -1,552	-17%	-$281K	0.04%	330
2025 Q1	$1.46M	Buy	9,102 +1,023	+13%	+$172K	0.04%	308
2024 Q4	$1.34M	Buy	8,079 +1,012	+14%	+$167K	0.05%	266
2024 Q3	$1.11M	Buy	7,067 +300	+4%	+$44.7K	0.04%	239
2024 Q2	$947K	Buy	6,767 +2,977	+79%	+$415K	0.04%	236
2024 Q1	$533K	Buy	+3,790	New	+$508K	0.03%	246

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

Summit Financial's XAR Position: Q1 2026 in Review

Summit Financial increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 5.3% in Q1 2026, buying an estimated $133K and bringing the position to 9,614 shares worth $2.44M. The position accounts for 0.03% of the portfolio, ranked #520.

Summit Financial first reported a position in XAR in Q1 2024 and has held it in 9 quarters since. 566 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

Summit Financial held 9,614 shares of State Street SPDR S&P Aerospace & Defense ETF worth $2.44M as of Q1 2026.
Summit Financial bought 486 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2026, an estimated $133K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.03% of Summit Financial's portfolio in Q1 2026, its #520 holding.
Summit Financial first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2024 and has held it in 9 quarters since.
566 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.