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Commonwealth Retirement Investments’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Commonwealth Retirement Investments’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 		– Sell
-100
Closed -$24.1K – 414
2025
Q4 		$24.1K Buy
+100
New +$23.8K 0.01% 232

Other funds holding XAR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

Commonwealth Retirement Investments's XAR Position: Q1 2026 in Review

Commonwealth Retirement Investments sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q1 2026, closing a stake of 100 shares — an estimated $24.1K sold.

Commonwealth Retirement Investments first reported a position in XAR in Q4 2025 and held it in 1 quarter. The position peaked at $24.1K in Q4 2025. 573 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

  • Commonwealth Retirement Investments reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q1 2026 after selling out during the quarter.
  • Commonwealth Retirement Investments sold 100 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2026, an estimated $24.1K.
  • Commonwealth Retirement Investments first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2025 and held it in 1 quarter.
  • Commonwealth Retirement Investments's State Street SPDR S&P Aerospace & Defense ETF position peaked at $24.1K in Q4 2025.
  • 573 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q1 2026, filed 11 May 2026.