Whittier Trust’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Whittier Trust’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	$395K	Hold	1,500	–	–	﹤0.01%	473
2025 Q4	$399K	Hold	1,500	–	–	﹤0.01%	473
2025 Q3	$361K	Hold	1,500	–	–	﹤0.01%	482
2025 Q2	$316K	Buy	+1,500	New	+$272K	﹤0.01%	573

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

Whittier Trust's XAR Position: Q1 2026 in Review

Whittier Trust held its State Street SPDR S&P Aerospace & Defense ETF (XAR) position steady in Q1 2026 at 1,500 shares worth $395K. The position accounts for ﹤0.01% of the portfolio, ranked #473.

Whittier Trust first reported a position in XAR in Q2 2025 and has held it in 4 quarters since. The position peaked at $399K in Q4 2025. 566 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

Whittier Trust held 1,500 shares of State Street SPDR S&P Aerospace & Defense ETF worth $395K as of Q1 2026.
Whittier Trust 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 Whittier Trust's portfolio in Q1 2026, its #473 holding.
Whittier Trust first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q2 2025 and has held it in 4 quarters since.
Whittier Trust's State Street SPDR S&P Aerospace & Defense ETF position peaked at $399K in Q4 2025.
566 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.