CFFP
XAR icon

Center for Financial Planning’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Center for Financial Planning’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 		$48.5K Hold
191
– – 0.01% 309
2025
Q4 		$46.1K Hold
191
– – ﹤0.01% 306
2025
Q3 		$44.9K Buy
+191
New +$41.7K ﹤0.01% 318

Other funds holding XAR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mirae Asset Global Investments
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

Center for Financial Planning's XAR Position: Q1 2026 in Review

Center for Financial Planning held its State Street SPDR S&P Aerospace & Defense ETF (XAR) position steady in Q1 2026 at 191 shares worth $48.5K. The position accounts for 0.01% of the portfolio, ranked #309.

Center for Financial Planning first reported a position in XAR in Q3 2025 and has held it in 3 quarters since. 566 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

  • Center for Financial Planning held 191 shares of State Street SPDR S&P Aerospace & Defense ETF worth $48.5K as of Q1 2026.
  • Center for Financial Planning 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 Center for Financial Planning's portfolio in Q1 2026, its #309 holding.
  • Center for Financial Planning first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2025 and has held it in 3 quarters since.
  • 566 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.

Based on Center for Financial Planning's 13F filing for Q1 2026, filed 4 May 2026.