WBI Investments’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

WBI Investments’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	$1.37M	Buy	5,385 +2,322	+76%	+$636K	0.38%	57
2025 Q4	$739K	Sell	3,063 -6	-0.2%	-$1.43K	0.19%	152
2025 Q3	$721K	Sell	3,069 -11	-0.4%	-$2.4K	0.18%	147
2025 Q2	$650K	Sell	3,080 -439	-12%	-$79.6K	0.17%	169
2025 Q1	$565K	Sell	3,519 -11,218	-76%	-$1.89M	0.15%	143
2024 Q4	$2.44M	Buy	14,737 +66	+0.4%	+$10.9K	0.61%	46
2024 Q3	$2.31M	Sell	14,671 -142	-1%	-$21.1K	0.55%	47
2024 Q2	$2.07M	Sell	14,813 -51	-0.3%	-$7.12K	0.5%	59
2024 Q1	$2.09M	Sell	14,864 -2,202	-13%	-$295K	0.43%	60
2023 Q4	$2.31M	Sell	17,066 -574	-3%	-$70.7K	0.46%	56
2023 Q3	$1.98M	Buy	17,640 +810	+5%	+$96.9K	0.4%	76
2023 Q2	$2.05M	Buy	16,830 +3,278	+24%	+$381K	0.37%	78
2023 Q1	$1.58M	Buy	13,552 +7,494	+124%	+$871K	0.32%	85
2022 Q4	$667K	Buy	6,058 +1,221	+25%	+$129K	0.14%	119
2022 Q3	$430K	Buy	4,837 +2,521	+109%	+$263K	0.13%	87
2022 Q2	$229K	Buy	+2,316	New	+$255K	0.05%	113
2021 Q2	–	Sell	-14,188	Closed	-$1.78M	–	251
2021 Q1	$1.78M	Buy	14,188 +3,738	+36%	+$452K	0.28%	76
2020 Q4	$1.2M	Buy	+10,450	New	+$1.06M	0.18%	90

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

WBI Investments's XAR Position: Q1 2026 in Review

WBI Investments increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 76% in Q1 2026, buying an estimated $636K and bringing the position to 5,385 shares worth $1.37M. The position accounts for 0.38% of the portfolio, ranked #57.

WBI Investments first reported a position in XAR in Q4 2020 and has held it in 18 quarters since. The position peaked at $2.44M in Q4 2024. 566 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

WBI Investments held 5,385 shares of State Street SPDR S&P Aerospace & Defense ETF worth $1.37M as of Q1 2026.
WBI Investments bought 2,322 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2026, an estimated $636K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.38% of WBI Investments's portfolio in Q1 2026, its #57 holding.
WBI Investments first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2020 and has held it in 18 quarters since.
WBI Investments's State Street SPDR S&P Aerospace & Defense ETF position peaked at $2.44M in Q4 2024.
566 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.