Cyndeo Wealth Partners’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Cyndeo Wealth Partners’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	$1.45M	Buy	5,098 +9	+0.2%	+$2.43K	0.07%	222
2026 Q1	$1.29M	Sell	5,089 -88	-2%	-$24.1K	0.07%	212
2025 Q4	$1.25M	Buy	5,177 +83	+2%	+$19.7K	0.07%	212
2025 Q3	$1.2M	Sell	5,094 -48	-0.9%	-$10.5K	0.07%	210
2025 Q2	$1.08M	Sell	5,142 -39	-0.8%	-$7.07K	0.06%	220
2025 Q1	$833K	Sell	5,181 -83	-2%	-$14K	0.05%	240
2024 Q4	$873K	Buy	5,264 +322	+7%	+$53.1K	0.06%	231
2024 Q3	$778K	Buy	+4,942	New	+$736K	0.05%	246

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

Cyndeo Wealth Partners's XAR Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 0.18% in Q2 2026, buying an estimated $2.43K and bringing the position to 5,098 shares worth $1.45M. The position accounts for 0.07% of the portfolio, ranked #222.

Cyndeo Wealth Partners first reported a position in XAR in Q3 2024 and has held it in 8 quarters since. 614 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Cyndeo Wealth Partners held 5,098 shares of State Street SPDR S&P Aerospace & Defense ETF worth $1.45M as of Q2 2026.
Cyndeo Wealth Partners bought 9 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $2.43K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.07% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #222 holding.
Cyndeo Wealth Partners first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2024 and has held it in 8 quarters since.
614 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.