EU Sanctions 1,569 Firms and Executives Tied to Russian Missile and Drone Supply Chain

Published 13 Oct 2026, 04:29 UTC. Updated 13 Oct 2026, 09:20 UTC.

EU Sanctions 1,569 Firms and Executives Tied to Russian Missile and Drone Supply Chain The SOFX Report

Directly affected

No company is named in this report.

Indirectly affected

LMT Lockheed Martin
Defense contractors get more work when conflict spending rises
RTX RTX
Defense contractors get more work when conflict spending rises
NOC Northrop Grumman
Defense contractors get more work when conflict spending rises
XLE Energy Select Sector SPDR
Energy prices move when Russian supply is at risk
GD General Dynamics
Defense contractors get more work when conflict spending rises
ITA iShares U.S. Aerospace & Defense
A fund of aerospace and defense companies
USO United States Oil Fund
This fund moves with oil prices
XOM Exxon Mobil
Oil producers move when sanctioned barrels leave the market
WEAT Teucrium Wheat
Wheat prices rise when Black Sea grain is disrupted
MOS Mosaic
Fertilizer makers move with Russian supply

Price reaction, T-5 to T+3

Ticker	T-5	T-3	T-1	T0	T+1	T+2	T+3
LMT	-0.43%	-0.82%	—	-1.60%	+1.95%	+4.06%	+7.83%
RTX	—	—	—	—	—	—	—
NOC	-0.38%	-0.13%	—	-0.75%	+2.20%	+2.93%	+7.22%
XLE	—	—	—	—	—	—	—
GD	-1.12%	-1.56%	—	-0.79%	-0.15%	+0.55%	+2.69%
ITA	+1.03%	-0.59%	—	-0.98%	-0.89%	+0.37%	+1.47%
USO	—	—	—	—	—	—	—
XOM	—	—	—	—	—	—	—
WEAT	—	—	—	—	—	—	—
MOS	+11.09%	+4.67%	—	+1.75%	+0.85%	+0.53%	-0.16%

EU Sanctions 1,569 Firms and Executives Tied to Russian Missile and Drone Supply Chain The SOFX Report

Source: The SOFX Report

Price since this story was published: Spdr Series Trust (XAR)

Since the first closing price after “EU Sanctions 1,569 Firms and Executives Tied to Russian Missile and Drone Supply Chain,” Spdr Series Trust (XAR) is +1.18%. The S&P 500 fund (SPY) is -0.40% over the same days, a +1.57% difference versus the market. industrial stocks (XLI) is -0.20%, a +1.38% difference versus that group of stocks.

Company	When	Move	Status
GD	that day	-0.79%	final price
GD	the next day	-0.15%	final price
GD	two days later	+0.55%	final price
GD	three days later	+2.69%	final price
GD	three days earlier	-1.56%	final price
GD	five days earlier	-1.12%	final price
IShares U.S. Aerospace & Defense ETF (ITA)	that day	-0.98%	final price
IShares U.S. Aerospace & Defense ETF (ITA)	the next day	-0.89%	final price
IShares U.S. Aerospace & Defense ETF (ITA)	two days later	+0.37%	final price
IShares U.S. Aerospace & Defense ETF (ITA)	three days later	+1.47%	final price
IShares U.S. Aerospace & Defense ETF (ITA)	three days earlier	-0.59%	final price
IShares U.S. Aerospace & Defense ETF (ITA)	five days earlier	+1.03%	final price
LMT	that day	-1.60%	final price
LMT	the next day	+1.95%	final price
LMT	two days later	+4.06%	final price
LMT	three days later	+7.83%	final price
LMT	three days earlier	-0.82%	final price
LMT	five days earlier	-0.43%	final price
MOS	that day	+1.75%	final price
MOS	the next day	+0.85%	final price
MOS	two days later	+0.53%	final price
MOS	three days later	-0.16%	final price
MOS	three days earlier	+4.67%	final price
MOS	five days earlier	+11.09%	final price
NOC	that day	-0.75%	final price
NOC	the next day	+2.20%	final price
NOC	two days later	+2.93%	final price
NOC	three days later	+7.22%	final price
NOC	three days earlier	-0.13%	final price
NOC	five days earlier	-0.38%	final price

XAR

SPY

XLI

Spdr Series Trust (XAR) on one side of this defense story

Companies carried with this story

XAR Spdr Series Trust
In “EU Sanctions 1,569 Firms and Executives Tied to Russian Missile and Drone Supply Chain,” Spdr Series Trust (XAR) is linked, with no stored direction, medium confidence. Reason on file: Material security escalation can alter defense demand expectations and risk premia
ITA IShares U.S. Aerospace & Defense ETF
IShares U.S. Aerospace & Defense ETF (ITA) is linked, with no stored direction, medium confidence in the 13 Oct 2026 story “EU Sanctions 1,569 Firms and Executives Tied to Russian Missile and Drone Supply Chain.” Reason on file: Material security escalation can alter defense demand expectations and risk premia
AADX Applied Aerospace & Defense
Applied Aerospace & Defense (AADX) is linked, with no stored direction, medium confidence in the 13 Oct 2026 story “EU Sanctions 1,569 Firms and Executives Tied to Russian Missile and Drone Supply Chain.” Reason on file: GA selected AADX as a RELATED security because its canonical security name directly matches this event's themes: aerospace, defense. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
UFO Procure Trust Ii Space Etf
In “EU Sanctions 1,569 Firms and Executives Tied to Russian Missile and Drone Supply Chain,” Procure Trust Ii Space Etf (UFO) is linked, with no stored direction, medium confidence. Reason on file: Security escalation can change defense, aerospace, surveillance, satellite, and military-space demand expectations
ARKX Ark Etf Tr
For “EU Sanctions 1,569 Firms and Executives Tied to Russian Missile and Drone Supply Chain,” Ark Etf Tr (ARKX) is linked, with no stored direction, medium confidence. Reason on file: Security escalation can change defense, aerospace, surveillance, satellite, and military-space demand expectations
CDP Copt Defense Properties
Copt Defense Properties (CDP) is linked, with no stored direction, medium confidence in the 13 Oct 2026 story “EU Sanctions 1,569 Firms and Executives Tied to Russian Missile and Drone Supply Chain.” Reason on file: GA selected CDP as a RELATED security because its canonical security name directly matches this event's themes: defense. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
HWM Howmet Aerospace
For “EU Sanctions 1,569 Firms and Executives Tied to Russian Missile and Drone Supply Chain,” Howmet Aerospace (HWM) is linked, with no stored direction, medium confidence. Reason on file: GA selected HWM as a RELATED security because its canonical security name directly matches this event's themes: aerospace. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
KTOS Kratos Defense & Security Solutions
In “EU Sanctions 1,569 Firms and Executives Tied to Russian Missile and Drone Supply Chain,” Kratos Defense & Security Solutions (KTOS) is linked, with no stored direction, medium confidence. Reason on file: GA selected KTOS as a RELATED security because its canonical security name directly matches this event's themes: defense. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

How defense news reaches Spdr Series Trust (XAR)

Spdr Series Trust (XAR) is the company in “EU Sanctions 1,569 Firms and Executives Tied to Russian Missile and Drone Supply Chain,” the 13 Oct 2026 Defense story.

What ties Spdr Series Trust (XAR) to the headline is this: Material security escalation can alter defense demand expectations and risk premia

A second company, IShares U.S. Aerospace & Defense ETF (ITA), is listed for a different reason: Material security escalation can alter defense demand expectations and risk premia

Dates in the story, and the Spdr Series Trust (XAR) price range

AADX traded between 10.31 and 13.08 across 20 sessions. The latest close on file is 10.82. ITA traded between 201.08 and 217.79 across 20 sessions. The latest close on file is 207.60. XAR traded between 216.28 and 245.40 across 20 sessions. The latest close on file is 223.20.

How strong the case is around Spdr Series Trust (XAR)

46 out of 100

“EU Sanctions 1,569 Firms and Executives Tied to Russian Missile and Drone Supply Chain” scores 46 out of 100. The score uses 1 sources, and 13 linked companies.