CIBC Private Wealth Group’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

CIBC Private Wealth Group’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
2025 Q4	$120K	Sell	498 -5	-1%	-$1.19K	﹤0.01%	1425
2025 Q3	$118K	Hold	503	–	–	﹤0.01%	1422
2025 Q2	$106K	Buy	503 +39	+8%	+$7.07K	﹤0.01%	1357
2025 Q1	$68.4K	Buy	464 +8	+2%	+$1.34K	﹤0.01%	1513
2024 Q4	$76.6K	Buy	456 +225	+97%	+$37.1K	﹤0.01%	1512
2024 Q3	$36.4K	Hold	231	–	–	﹤0.01%	1894
2024 Q2	$32.7K	Sell	231 -43	-16%	-$6K	﹤0.01%	1840
2024 Q1	$38.1K	Buy	+274	New	+$36.8K	﹤0.01%	1780
2018 Q3	–	Sell	-1,774	Closed	-$155K	–	1751
2018 Q2	$155K	Sell	1,774 -54	-3%	-$4.76K	﹤0.01%	963
2018 Q1	$159K	Sell	1,828 -205	-10%	-$17.8K	﹤0.01%	950
2017 Q4	$170K	Buy	+2,033	New	+$166K	﹤0.01%	947

Other funds holding XAR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CIBC Private Wealth Group's XAR Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 0.99% in Q4 2025, selling an estimated $1.19K and leaving 498 shares worth $120K. The position accounts for ﹤0.01% of the portfolio, ranked #1425.

CIBC Private Wealth Group first reported a position in XAR in Q4 2017 and has held it in 11 quarters since. The position peaked at $170K in Q4 2017. 495 funds tracked by Wall St. Rank hold XAR as of Q4 2025.

CIBC Private Wealth Group held 498 shares of State Street SPDR S&P Aerospace & Defense ETF worth $120K as of Q4 2025.
CIBC Private Wealth Group sold 5 State Street SPDR S&P Aerospace & Defense ETF shares in Q4 2025, an estimated $1.19K.
State Street SPDR S&P Aerospace & Defense ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1425 holding.
CIBC Private Wealth Group first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2017 and has held it in 11 quarters since.
CIBC Private Wealth Group's State Street SPDR S&P Aerospace & Defense ETF position peaked at $170K in Q4 2017.
495 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.