Crestwood Advisors Group’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Crestwood Advisors Group’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	$253K	Hold	890	–	–	﹤0.01%	749
2026 Q1	$226K	Hold	890	–	–	﹤0.01%	691
2025 Q4	$215K	Hold	890	–	–	﹤0.01%	640
2025 Q3	$209K	Buy	+890	New	+$194K	﹤0.01%	545

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 22.96% 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

Crestwood Advisors Group's XAR Position: Q2 2026 in Review

Crestwood Advisors Group held its State Street SPDR S&P Aerospace & Defense ETF (XAR) position steady in Q2 2026 at 890 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #749.

Crestwood Advisors Group first reported a position in XAR in Q3 2025 and has held it in 4 quarters since. 614 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Crestwood Advisors Group held 890 shares of State Street SPDR S&P Aerospace & Defense ETF worth $253K as of Q2 2026.
Crestwood Advisors Group left its State Street SPDR S&P Aerospace & Defense ETF share count unchanged in Q2 2026.
State Street SPDR S&P Aerospace & Defense ETF made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #749 holding.
Crestwood Advisors Group first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2025 and has held it in 4 quarters since.
614 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.