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 Q2	$65.3K	Buy	230 +39	+20%	+$10.5K	0.01%	289
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 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 22.9% 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

Center for Financial Planning's XAR Position: Q2 2026 in Review

Center for Financial Planning increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 20% in Q2 2026, buying an estimated $10.5K and bringing the position to 230 shares worth $65.3K. The position accounts for 0.01% of the portfolio, ranked #289.

Center for Financial Planning first reported a position in XAR in Q3 2025 and has held it in 4 quarters since. 618 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Center for Financial Planning held 230 shares of State Street SPDR S&P Aerospace & Defense ETF worth $65.3K as of Q2 2026.
Center for Financial Planning bought 39 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $10.5K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.01% of Center for Financial Planning's portfolio in Q2 2026, its #289 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 4 quarters since.
618 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.