CAM
XAR icon

Cresset Asset Management’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Cresset Asset Management’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
2025
Q4 		– Sell
-1,124
Closed -$264K – 1707
2025
Q3 		$264K Buy
1,124
+1
+0.1% +$218 ﹤0.01% 1299
2025
Q2 		$237K Sell
1,123
-697
-38% -$126K ﹤0.01% 1232
2025
Q1 		$292K Buy
1,820
+1
+0.1% +$168 ﹤0.01% 1330
2024
Q4 		$302K Sell
1,819
-329
-15% -$54.3K ﹤0.01% 1348
2024
Q3 		$338K Buy
+2,148
New +$320K ﹤0.01% 1739
2024
Q2 		– Sell
-1,487
Closed -$209K – 2177
2024
Q1 		$209K Hold
1,487
– – ﹤0.01% 1754
2023
Q4 		$201K Buy
+1,487
New +$183K ﹤0.01% 1690
2019
Q2 		– Sell
-100
Closed -$9K – 1739
2019
Q1 		$9K Buy
+100
New +$8.97K ﹤0.01% 1213

Other funds holding XAR

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.51B AUM 21.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return