Creative Financial Designs’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Creative Financial Designs’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	$156K	Sell	551 -58	-10%	-$15.7K	0.01%	669
2026 Q1	$155K	Sell	609 -51	-8%	-$14K	0.01%	579
2025 Q4	$159K	Sell	660 -93	-12%	-$22.1K	0.01%	531
2025 Q3	$177K	Buy	753 +123	+20%	+$26.8K	0.01%	500
2025 Q2	$133K	Sell	630 -10	-2%	-$1.81K	0.01%	598
2025 Q1	$103K	Sell	640 -630	-50%	-$106K	0.01%	614
2024 Q4	$211K	Sell	1,270 -199	-14%	-$32.8K	0.02%	432
2024 Q3	$231K	Sell	1,469 -418	-22%	-$62.2K	0.02%	414
2024 Q2	$264K	Buy	1,887 +28	+2%	+$3.91K	0.02%	376
2024 Q1	$261K	Buy	1,859 +636	+52%	+$85.3K	0.02%	361
2023 Q4	$166K	Buy	1,223 +1,187	+3,297%	+$146K	0.02%	429
2023 Q3	$4.07K	Sell	36 -14	-28%	-$1.68K	﹤0.01%	1221
2023 Q2	$6.1K	Sell	50 -17,546	-100%	-$2.04M	﹤0.01%	1135
2023 Q1	$2.06M	Buy	17,596 +1,382	+9%	+$161K	0.27%	81
2022 Q4	$1.78M	Sell	16,214 -32	-0.2%	-$3.38K	0.26%	82
2022 Q3	$1.49M	Sell	16,246 -539	-3%	-$56.3K	0.24%	82
2022 Q2	$1.69M	Buy	16,785 +531	+3%	+$58.5K	0.28%	80
2022 Q1	$2.03M	Sell	16,254 -2,119	-12%	-$249K	0.31%	75
2021 Q4	$2.14M	Buy	18,373 +689	+4%	+$82K	0.32%	69
2021 Q3	$2.11M	Buy	17,684 +1,957	+12%	+$242K	0.35%	66
2021 Q2	$2.08M	Sell	15,727 -416	-3%	-$53.4K	0.36%	65
2021 Q1	$2.03M	Buy	16,143 +77	+0.5%	+$9.32K	0.4%	59
2020 Q4	$1.84M	Buy	16,066 +192	+1%	+$19.5K	0.39%	53
2020 Q3	$1.39M	Buy	15,874 +5,056	+47%	+$449K	0.34%	66
2020 Q2	$949K	Buy	+10,818	New	+$896K	0.29%	67
2018 Q1	–	Sell	-1,976	Closed	-$165K	–	763
2017 Q4	$165K	Sell	1,976 -18,774	-90%	-$1.54M	0.11%	127
2017 Q3	$1.66M	Buy	20,750 +1,030	+5%	+$77K	0.95%	28
2017 Q2	$1.39M	Buy	19,720 +3,445	+21%	+$237K	0.89%	32
2017 Q1	$1.09M	Buy	+16,275	New	+$1.08M	0.78%	39

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

Creative Financial Designs's XAR Position: Q2 2026 in Review

Creative Financial Designs reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 9.5% in Q2 2026, selling an estimated $15.7K and leaving 551 shares worth $156K. The position accounts for 0.01% of the portfolio, ranked #669.

Creative Financial Designs first reported a position in XAR in Q1 2017 and has held it in 29 quarters since. The position peaked at $2.14M in Q4 2021. 618 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Creative Financial Designs held 551 shares of State Street SPDR S&P Aerospace & Defense ETF worth $156K as of Q2 2026.
Creative Financial Designs sold 58 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $15.7K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.01% of Creative Financial Designs's portfolio in Q2 2026, its #669 holding.
Creative Financial Designs first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2017 and has held it in 29 quarters since.
Creative Financial Designs's State Street SPDR S&P Aerospace & Defense ETF position peaked at $2.14M in Q4 2021.
618 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.