Y.D. More Investments’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Y.D. More 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	$7.24M	Buy	28,910 +3,722	+15%	+$1.02M	0.28%	39
2025 Q4	$6.1M	Buy	25,188 +3,350	+15%	+$796K	0.29%	43
2025 Q3	$5.13M	Buy	21,838 +4,838	+28%	+$1.06M	0.29%	48
2025 Q2	$3.58M	Buy	17,000 +4,590	+37%	+$832K	0.25%	59
2025 Q1	$1.99M	Buy	12,410 +11,250	+970%	+$1.89M	0.17%	78
2024 Q4	$192K	Hold	1,160	–	–	0.02%	192
2024 Q3	$183K	Sell	1,160 -30	-3%	-$4.47K	0.02%	198
2024 Q2	$167K	Sell	1,190 -38	-3%	-$5.3K	0.02%	196
2024 Q1	$172K	Buy	1,228 +150	+14%	+$20.1K	0.03%	178
2023 Q4	$146K	Buy	1,078 +38	+4%	+$4.68K	0.03%	179
2023 Q3	$117K	Sell	1,040 -100	-9%	-$12K	0.02%	184
2023 Q2	$139K	Sell	1,140 -110	-9%	-$12.8K	0.03%	156
2023 Q1	$146K	Buy	1,250 +630	+102%	+$73.3K	0.03%	153
2022 Q4	$67.9K	Buy	+620	New	+$65.5K	0.02%	234

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

Y.D. More Investments's XAR Position: Q1 2026 in Review

Y.D. More Investments increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 15% in Q1 2026, buying an estimated $1.02M and bringing the position to 28,910 shares worth $7.24M. The position accounts for 0.28% of the portfolio, ranked #39.

Y.D. More Investments first reported a position in XAR in Q4 2022 and has held it in 14 quarters since. 566 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

Y.D. More Investments held 28,910 shares of State Street SPDR S&P Aerospace & Defense ETF worth $7.24M as of Q1 2026.
Y.D. More Investments bought 3,722 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2026, an estimated $1.02M.
State Street SPDR S&P Aerospace & Defense ETF made up 0.28% of Y.D. More Investments's portfolio in Q1 2026, its #39 holding.
Y.D. More Investments first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2022 and has held it in 14 quarters since.
566 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.

Based on Y.D. More Investments's 13F filing for Q1 2026, filed 4 May 2026.