Y-Intercept (HK)’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Y-Intercept (HK)’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	–	Sell	-5,794	Closed	-$1.47M	–	2229
2026 Q1	$1.47M	Buy	+5,794	New	+$1.59M	0.03%	865

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

Y-Intercept (HK)'s XAR Position: Q2 2026 in Review

Y-Intercept (HK) sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q2 2026, closing a stake of 5,794 shares — an estimated $1.47M sold.

Y-Intercept (HK) first reported a position in XAR in Q1 2026 and held it in 1 quarter. The position peaked at $1.47M in Q1 2026. 613 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Y-Intercept (HK) reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q2 2026 after selling out during the quarter.
Y-Intercept (HK) sold 5,794 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $1.47M.
Y-Intercept (HK) first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2026 and held it in 1 quarter.
Y-Intercept (HK)'s State Street SPDR S&P Aerospace & Defense ETF position peaked at $1.47M in Q1 2026.
613 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.