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 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 $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

Creative Financial Designs's XAR Position: Q1 2026 in Review

Creative Financial Designs reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 7.7% in Q1 2026, selling an estimated $14K and leaving 609 shares worth $155K. The position accounts for 0.01% of the portfolio, ranked #579.

Creative Financial Designs first reported a position in XAR in Q1 2017 and has held it in 28 quarters since. The position peaked at $2.14M in Q4 2021. 566 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

Creative Financial Designs held 609 shares of State Street SPDR S&P Aerospace & Defense ETF worth $155K as of Q1 2026.
Creative Financial Designs sold 51 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2026, an estimated $14K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.01% of Creative Financial Designs's portfolio in Q1 2026, its #579 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 28 quarters since.
Creative Financial Designs's State Street SPDR S&P Aerospace & Defense ETF position peaked at $2.14M in Q4 2021.
566 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.