Crescent Sterling’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Crescent Sterling’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 Q3	$322K	Sell	1,393 -22	-2%	-$5.81K	0.26%	77
2026 Q2	$402K	Buy	1,415 +25	+2%	+$6.76K	0.36%	65
2026 Q1	$353K	Buy	1,390 +101	+8%	+$27.7K	0.34%	63
2025 Q4	$311K	Buy	1,289 +48	+4%	+$11.4K	0.32%	65
2025 Q3	$292K	Buy	1,241 +37	+3%	+$8.08K	0.31%	63
2025 Q2	$254K	Buy	+1,204	New	+$218K	0.28%	65

Other funds holding XAR

Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return

Enclave Advisors Austin, Texas $793M AUM 15.9% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Bourgeon Capital Management Darien, Connecticut $696M AUM 39.92% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Southern Capital Services Daphne, Alabama $176M AUM 16.02% 1-Year Est. Return

Crescent Sterling's XAR Position: Q3 2026 in Review

Crescent Sterling reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 1.6% in Q3 2026, selling an estimated $5.81K and leaving 1,393 shares worth $322K. The position accounts for 0.26% of the portfolio, ranked #77.

Crescent Sterling first reported a position in XAR in Q2 2025 and has held it in 6 quarters since. The position peaked at $402K in Q2 2026. 177 funds tracked by Wall St. Rank hold XAR as of Q3 2026.

Crescent Sterling held 1,393 shares of State Street SPDR S&P Aerospace & Defense ETF worth $322K as of Q3 2026.
Crescent Sterling sold 22 State Street SPDR S&P Aerospace & Defense ETF shares in Q3 2026, an estimated $5.81K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.26% of Crescent Sterling's portfolio in Q3 2026, its #77 holding.
Crescent Sterling first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q2 2025 and has held it in 6 quarters since.
Crescent Sterling's State Street SPDR S&P Aerospace & Defense ETF position peaked at $402K in Q2 2026.
177 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q3 2026.

Based on Crescent Sterling's 13F filing for Q3 2026, filed 16 Oct 2026.