WealthShield Partners’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

WealthShield Partners’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	$508	Sell	2 -2	-50%	-$548	﹤0.01%	604
2025 Q4	$965	Hold	4	–	–	﹤0.01%	561
2025 Q3	$940	Sell	4 -1	-20%	-$218	﹤0.01%	560
2025 Q2	$1.05K	Buy	+5	New	+$906	﹤0.01%	550
2020 Q4	–	Sell	-100	Closed	-$9K	–	424
2020 Q3	$9K	Hold	100	–	–	﹤0.01%	353
2020 Q2	$9K	Buy	+100	New	+$8.29K	﹤0.01%	295

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

WealthShield Partners's XAR Position: Q1 2026 in Review

WealthShield Partners reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 50% in Q1 2026, selling an estimated $548 and leaving 2 shares worth $508. The position accounts for ﹤0.01% of the portfolio, ranked #604.

WealthShield Partners first reported a position in XAR in Q2 2020 and has held it in 6 quarters since. The position peaked at $9K in Q3 2020. 566 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

WealthShield Partners held 2 shares of State Street SPDR S&P Aerospace & Defense ETF worth $508 as of Q1 2026.
WealthShield Partners sold 2 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2026, an estimated $548.
State Street SPDR S&P Aerospace & Defense ETF made up ﹤0.01% of WealthShield Partners's portfolio in Q1 2026, its #604 holding.
WealthShield Partners first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q2 2020 and has held it in 6 quarters since.
WealthShield Partners's State Street SPDR S&P Aerospace & Defense ETF position peaked at $9K in Q3 2020.
566 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.