Sunbelt Securities’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Sunbelt Securities’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	$91.5K	Buy	360 +285	+380%	+$78K	0.01%	867
2025 Q4	$18.1K	Hold	75	–	–	﹤0.01%	1283
2025 Q3	$17.6K	Hold	75	–	–	﹤0.01%	1299
2025 Q2	$12.4K	Hold	75	–	–	﹤0.01%	1258
2025 Q1	$12.1K	Hold	75	–	–	﹤0.01%	1233
2024 Q4	$12.5K	Hold	75	–	–	﹤0.01%	1262
2024 Q3	$11.8K	Hold	75	–	–	﹤0.01%	1268
2024 Q2	$10.5K	Hold	75	–	–	﹤0.01%	1256
2024 Q1	$10.5K	Hold	75	–	–	﹤0.01%	1225
2023 Q4	$10.2K	Hold	75	–	–	﹤0.01%	1165
2023 Q3	$8.41K	Hold	75	–	–	﹤0.01%	1193
2023 Q2	$9.12K	Hold	75	–	–	﹤0.01%	1198
2023 Q1	$8.72K	Buy	+75	New	+$8.72K	﹤0.01%	1168
2020 Q1	–	Sell	-1,997	Closed	-$218K	–	665
2019 Q4	$218K	Buy	1,997 +38	+2%	+$4.1K	0.02%	523
2019 Q3	$209K	Buy	+1,959	New	+$208K	0.02%	507

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

HCMG

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

Sunbelt Securities's XAR Position: Q1 2026 in Review

Sunbelt Securities increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 380% in Q1 2026, buying an estimated $78K and bringing the position to 360 shares worth $91.5K. The position accounts for 0.01% of the portfolio, ranked #867.

Sunbelt Securities first reported a position in XAR in Q3 2019 and has held it in 15 quarters since. The position peaked at $218K in Q4 2019. 573 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

Sunbelt Securities held 360 shares of State Street SPDR S&P Aerospace & Defense ETF worth $91.5K as of Q1 2026.
Sunbelt Securities bought 285 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2026, an estimated $78K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #867 holding.
Sunbelt Securities first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2019 and has held it in 15 quarters since.
Sunbelt Securities's State Street SPDR S&P Aerospace & Defense ETF position peaked at $218K in Q4 2019.
573 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.