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CFO
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
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
$376B 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
$501B 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
$564B AUM
30.12%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B 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
$1.51B AUM
21.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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