CX Institutional
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CX Institutional’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

CX Institutional’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 		$7K Hold
32
– – ﹤0.01% 1412
2026
Q2 		$9K Buy
+32
New +$8.65K ﹤0.01% 1319

Other funds holding XAR

Howard Capital Management Group
Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return
Enclave Advisors
Enclave Advisors Austin, Texas $793M AUM 15.9% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
WESPAC Advisors SoCal
WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Bourgeon Capital Management
Bourgeon Capital Management Darien, Connecticut $696M AUM 39.92% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Southern Capital Services
Southern Capital Services Daphne, Alabama $176M AUM 16.02% 1-Year Est. Return

CX Institutional's XAR Position: Q3 2026 in Review

CX Institutional held its State Street SPDR S&P Aerospace & Defense ETF (XAR) position steady in Q3 2026 at 32 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1412.

CX Institutional first reported a position in XAR in Q2 2026 and has held it in 2 quarters since. The position peaked at $9K in Q2 2026. 175 funds tracked by Wall St. Rank hold XAR as of Q3 2026.

  • CX Institutional held 32 shares of State Street SPDR S&P Aerospace & Defense ETF worth $7K as of Q3 2026.
  • CX Institutional left its State Street SPDR S&P Aerospace & Defense ETF share count unchanged in Q3 2026.
  • State Street SPDR S&P Aerospace & Defense ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1412 holding.
  • CX Institutional first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q2 2026 and has held it in 2 quarters since.
  • CX Institutional's State Street SPDR S&P Aerospace & Defense ETF position peaked at $9K in Q2 2026.
  • 175 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.