UBS AM’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

UBS AM’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 Q2	$46K	Hold	162	–	–	﹤0.01%	2955
2026 Q1	$41.1K	Buy	+162	New	+$44.4K	﹤0.01%	2994
2019 Q1	–	Sell	-195	Closed	-$15.4K	–	2820
2018 Q4	$15.4K	Buy	+195	New	+$17.2K	﹤0.01%	2652

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HCMG

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

UBS AM's XAR Position: Q2 2026 in Review

UBS AM held its State Street SPDR S&P Aerospace & Defense ETF (XAR) position steady in Q2 2026 at 162 shares worth $46K. The position accounts for ﹤0.01% of the portfolio, ranked #2955.

UBS AM first reported a position in XAR in Q4 2018 and has held it in 3 quarters since. 613 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

UBS AM held 162 shares of State Street SPDR S&P Aerospace & Defense ETF worth $46K as of Q2 2026.
UBS AM left its State Street SPDR S&P Aerospace & Defense ETF share count unchanged in Q2 2026.
State Street SPDR S&P Aerospace & Defense ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2955 holding.
UBS AM first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2018 and has held it in 3 quarters since.
613 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.