Truvestments Capital’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Truvestments Capital’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	$6.86K	Hold	27	–	–	﹤0.01%	827
2025 Q4	$6.51K	Hold	27	–	–	﹤0.01%	758
2025 Q3	$6.34K	Hold	27	–	–	﹤0.01%	777
2025 Q2	$5.7K	Hold	27	–	–	﹤0.01%	719
2025 Q1	$4.34K	Hold	27	–	–	﹤0.01%	767
2024 Q4	$4.48K	Buy	+27	New	+$4.46K	﹤0.01%	713

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

Truvestments Capital's XAR Position: Q1 2026 in Review

Truvestments Capital held its State Street SPDR S&P Aerospace & Defense ETF (XAR) position steady in Q1 2026 at 27 shares worth $6.86K. The position accounts for ﹤0.01% of the portfolio, ranked #827.

Truvestments Capital first reported a position in XAR in Q4 2024 and has held it in 6 quarters since. 566 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

Truvestments Capital held 27 shares of State Street SPDR S&P Aerospace & Defense ETF worth $6.86K as of Q1 2026.
Truvestments Capital 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 ﹤0.01% of Truvestments Capital's portfolio in Q1 2026, its #827 holding.
Truvestments Capital first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2024 and has held it in 6 quarters since.
566 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.

Based on Truvestments Capital's 13F filing for Q1 2026, filed 13 May 2026.