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

Creative Planning’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	$9.66M	Buy	38,022 +15,754	+71%	+$4.31M	0.01%	712
2025 Q4	$5.37M	Sell	22,268 -712	-3%	-$169K	﹤0.01%	959
2025 Q3	$5.4M	Buy	22,980 +1,362	+6%	+$297K	﹤0.01%	820
2025 Q2	$4.56M	Sell	21,618 -739	-3%	-$134K	﹤0.01%	807
2025 Q1	$3.59M	Buy	22,357 +1,126	+5%	+$189K	﹤0.01%	843
2024 Q4	$3.52M	Sell	21,231 -1,336	-6%	-$220K	﹤0.01%	818
2024 Q3	$3.55M	Sell	22,567 -1,805	-7%	-$269K	﹤0.01%	786
2024 Q2	$3.41M	Sell	24,372 -3,392	-12%	-$473K	﹤0.01%	768
2024 Q1	$3.9M	Sell	27,764 -2,073	-7%	-$278K	﹤0.01%	695
2023 Q4	$4.04M	Sell	29,837 -5,709	-16%	-$703K	0.01%	627
2023 Q3	$3.98M	Buy	35,546 +1,062	+3%	+$127K	0.01%	597
2023 Q2	$4.19M	Sell	34,484 -1,110	-3%	-$129K	0.01%	571
2023 Q1	$4.16M	Sell	35,594 -3,627	-9%	-$422K	0.01%	552
2022 Q4	$4.32M	Buy	39,221 +834	+2%	+$88.1K	0.01%	525
2022 Q3	$3.52M	Sell	38,387 -886	-2%	-$92.6K	0.01%	527
2022 Q2	$3.95M	Buy	39,273 +8,236	+27%	+$908K	0.01%	518
2022 Q1	$3.87M	Buy	31,037 +24,616	+383%	+$2.89M	0.01%	522
2021 Q4	$748K	Sell	6,421 -792	-11%	-$94.2K	﹤0.01%	1092
2021 Q3	$860K	Buy	7,213 +1,067	+17%	+$132K	﹤0.01%	1022
2021 Q2	$813K	Sell	6,146 -2,754	-31%	-$354K	﹤0.01%	1023
2021 Q1	$1.12M	Sell	8,900 -4,199	-32%	-$508K	﹤0.01%	969
2020 Q4	$1.5M	Buy	13,099 +7,035	+116%	+$713K	﹤0.01%	777
2020 Q3	$530K	Sell	6,064 -2,221	-27%	-$197K	﹤0.01%	1108
2020 Q2	$727K	Buy	8,285 +542	+7%	+$44.9K	﹤0.01%	869
2020 Q1	$589K	Buy	7,743 +2,125	+38%	+$218K	﹤0.01%	867
2019 Q4	$613K	Sell	5,618 -1,414	-20%	-$153K	﹤0.01%	1004
2019 Q3	$751K	Buy	7,032 +2,440	+53%	+$259K	﹤0.01%	872
2019 Q2	$477K	Sell	4,592 -565	-11%	-$55.2K	﹤0.01%	1105
2019 Q1	$473K	Buy	5,157 +162	+3%	+$14.5K	﹤0.01%	1058
2018 Q4	$394K	Sell	4,995 -2,541	-34%	-$224K	﹤0.01%	1083
2018 Q3	$750K	Buy	7,536 +2,250	+43%	+$212K	﹤0.01%	879
2018 Q2	$461K	Buy	5,286 +300	+6%	+$26.4K	﹤0.01%	1113
2018 Q1	$433K	Buy	4,986 +2,486	+99%	+$216K	﹤0.01%	1153
2017 Q4	$209K	Sell	2,500 -200	-7%	-$16.4K	﹤0.01%	1578
2017 Q3	$215K	Buy	2,700 +280	+12%	+$20.9K	﹤0.01%	1560
2017 Q2	$170K	Buy	2,420 +70	+3%	+$4.82K	﹤0.01%	1617
2017 Q1	$157K	Buy	2,350 +150	+7%	+$9.95K	﹤0.01%	1647
2016 Q4	$139K	Hold	2,200	–	–	﹤0.01%	1636
2016 Q3	$128K	Hold	2,200	–	–	﹤0.01%	1673
2016 Q2	$123K	Buy	2,200 +2,000	+1,000%	+$110K	﹤0.01%	1543
2016 Q1	$10K	Hold	200	–	–	﹤0.01%	3244
2015 Q4	$11K	Hold	200	–	–	﹤0.01%	3263
2015 Q3	$10K	Buy	+200	New	+$10.9K	﹤0.01%	3220
2015 Q2	–	Sell	-200	Closed	-$12K	–	3048
2015 Q1	$12K	Hold	200	–	–	﹤0.01%	3093
2014 Q4	$11K	Sell	200 -404	-67%	-$20.8K	﹤0.01%	3076
2014 Q3	$30K	Buy	604 +200	+50%	+$9.99K	﹤0.01%	2258
2014 Q2	$20K	Hold	404	–	–	﹤0.01%	2497
2014 Q1	$21K	Sell	404 -422	-51%	-$21.3K	﹤0.01%	2345
2013 Q4	$41K	Sell	826 -172	-17%	-$7.95K	﹤0.01%	1747
2013 Q3	$42K	Buy	+998	New	+$41.5K	﹤0.01%	1624

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 Planning's XAR Position: Q1 2026 in Review

Creative Planning increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 71% in Q1 2026, buying an estimated $4.31M and bringing the position to 38,022 shares worth $9.66M. The position accounts for 0.01% of the portfolio, ranked #712.

Creative Planning first reported a position in XAR in Q3 2013 and has held it in 50 quarters since. 566 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

Creative Planning held 38,022 shares of State Street SPDR S&P Aerospace & Defense ETF worth $9.66M as of Q1 2026.
Creative Planning bought 15,754 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2026, an estimated $4.31M.
State Street SPDR S&P Aerospace & Defense ETF made up 0.01% of Creative Planning's portfolio in Q1 2026, its #712 holding.
Creative Planning first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2013 and has held it in 50 quarters since.
566 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.