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

Tortoise 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
Q4 		– Sell
-60
Closed -$14.1K – 1480
2025
Q3 		$14.1K Buy
+60
New +$13.1K ﹤0.01% 566

Other funds holding XAR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Tortoise Investment Management's XAR Position: Q4 2025 in Review

Tortoise Investment Management sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q4 2025, closing a stake of 60 shares — an estimated $14.1K sold.

Tortoise Investment Management first reported a position in XAR in Q3 2025 and held it in 1 quarter. The position peaked at $14.1K in Q3 2025. 498 funds tracked by Wall St. Rank hold XAR as of Q4 2025.

  • Tortoise Investment Management reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 60 State Street SPDR S&P Aerospace & Defense ETF shares in Q4 2025, an estimated $14.1K.
  • Tortoise Investment Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2025 and held it in 1 quarter.
  • Tortoise Investment Management's State Street SPDR S&P Aerospace & Defense ETF position peaked at $14.1K in Q3 2025.
  • 498 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.