Cerity Partners’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Cerity Partners’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	$1.4M	Buy	5,505 +1,975	+56%	+$541K	﹤0.01%	1669
2025 Q4	$852K	Buy	3,530 +78	+2%	+$18.5K	﹤0.01%	1799
2025 Q3	$811K	Buy	3,452 +407	+13%	+$88.8K	﹤0.01%	1706
2025 Q2	$642K	Hold	3,045	–	–	﹤0.01%	1740
2025 Q1	$489K	Buy	3,045 +7	+0.2%	+$1.18K	﹤0.01%	1766
2024 Q4	$504K	Buy	3,038 +900	+42%	+$149K	﹤0.01%	1755
2024 Q3	$336K	Sell	2,138 -65	-3%	-$9.68K	﹤0.01%	1985
2024 Q2	$308K	Buy	+2,203	New	+$307K	﹤0.01%	1803

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

Cerity Partners's XAR Position: Q1 2026 in Review

Cerity Partners increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 56% in Q1 2026, buying an estimated $541K and bringing the position to 5,505 shares worth $1.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1669.

Cerity Partners first reported a position in XAR in Q2 2024 and has held it in 8 quarters since. 566 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

Cerity Partners held 5,505 shares of State Street SPDR S&P Aerospace & Defense ETF worth $1.4M as of Q1 2026.
Cerity Partners bought 1,975 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2026, an estimated $541K.
State Street SPDR S&P Aerospace & Defense ETF made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #1669 holding.
Cerity Partners first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q2 2024 and has held it in 8 quarters since.
566 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.