CVA Family Office’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

CVA Family Office’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	$70.9K	Hold	250	–	–	0.01%	546
2026 Q1	$63.5K	Hold	250	–	–	0.01%	548
2025 Q4	$60.3K	Hold	250	–	–	0.01%	522
2025 Q3	$58.7K	Hold	250	–	–	0.01%	522
2025 Q2	$52.7K	Hold	250	–	–	0.01%	537
2025 Q1	$40.2K	Hold	250	–	–	0.01%	555
2024 Q4	$41.5K	Hold	250	–	–	0.01%	557
2024 Q3	$39.3K	Hold	250	–	–	0.01%	544
2024 Q2	$35K	Hold	250	–	–	0.01%	551
2024 Q1	$35.1K	Hold	250	–	–	0.01%	546
2023 Q4	$33.9K	Buy	+250	New	+$30.8K	0.01%	539
2023 Q3	–	Sell	-250	Closed	-$30.4K	–	969
2023 Q2	$30.4K	Hold	250	–	–	0.01%	547
2023 Q1	$29.2K	Hold	250	–	–	0.01%	529
2022 Q4	$27.5K	Hold	250	–	–	0.01%	511
2022 Q3	$23K	Hold	250	–	–	0.01%	505
2022 Q2	$25K	Hold	250	–	–	0.01%	504
2022 Q1	$31K	Buy	+250	New	+$29.3K	0.01%	491

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

CVA Family Office's XAR Position: Q2 2026 in Review

CVA Family Office held its State Street SPDR S&P Aerospace & Defense ETF (XAR) position steady in Q2 2026 at 250 shares worth $70.9K. The position accounts for 0.01% of the portfolio, ranked #546.

CVA Family Office first reported a position in XAR in Q1 2022 and has held it in 17 quarters since. 615 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

CVA Family Office held 250 shares of State Street SPDR S&P Aerospace & Defense ETF worth $70.9K as of Q2 2026.
CVA Family Office 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 CVA Family Office's portfolio in Q2 2026, its #546 holding.
CVA Family Office first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2022 and has held it in 17 quarters since.
615 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.