Cherry Tree Wealth Management’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Cherry Tree Wealth Management’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	$3.05K	Hold	12	–	–	﹤0.01%	511
2025 Q4	$2.9K	Hold	12	–	–	﹤0.01%	511
2025 Q3	$2.82K	Hold	12	–	–	﹤0.01%	504
2025 Q2	$2.53K	Hold	12	–	–	﹤0.01%	523
2025 Q1	$1.93K	Sell	12 -11	-48%	-$1.85K	﹤0.01%	636
2024 Q4	$3.81K	Buy	23 +12	+109%	+$1.98K	﹤0.01%	500
2024 Q3	$1.73K	Hold	11	–	–	﹤0.01%	543
2024 Q2	$1.54K	Buy	11 +1	+10%	+$140	﹤0.01%	526
2024 Q1	$1.41K	Hold	10	–	–	﹤0.01%	526
2023 Q4	$1.35K	Buy	10 +3	+43%	+$369	﹤0.01%	528
2023 Q3	$785	Buy	+7	New	+$838	﹤0.01%	541

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

Cherry Tree Wealth Management's XAR Position: Q1 2026 in Review

Cherry Tree Wealth Management held its State Street SPDR S&P Aerospace & Defense ETF (XAR) position steady in Q1 2026 at 12 shares worth $3.05K. The position accounts for ﹤0.01% of the portfolio, ranked #511.

Cherry Tree Wealth Management first reported a position in XAR in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.81K in Q4 2024. 566 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

Cherry Tree Wealth Management held 12 shares of State Street SPDR S&P Aerospace & Defense ETF worth $3.05K as of Q1 2026.
Cherry Tree Wealth Management 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 Cherry Tree Wealth Management's portfolio in Q1 2026, its #511 holding.
Cherry Tree Wealth Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2023 and has held it in 11 quarters since.
Cherry Tree Wealth Management's State Street SPDR S&P Aerospace & Defense ETF position peaked at $3.81K in Q4 2024.
566 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.