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 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 $377B 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 $530B 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 $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B 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 $1.64B AUM 24.96% 1-Year Est. Return

Cyndeo Wealth Partners's XAR Position: Q1 2026 in Review

Cyndeo Wealth Partners reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 1.7% in Q1 2026, selling an estimated $24.1K and leaving 5,089 shares worth $1.29M. The position accounts for 0.07% of the portfolio, ranked #212.

Cyndeo Wealth Partners first reported a position in XAR in Q3 2024 and has held it in 7 quarters since. 566 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

Cyndeo Wealth Partners held 5,089 shares of State Street SPDR S&P Aerospace & Defense ETF worth $1.29M as of Q1 2026.
Cyndeo Wealth Partners sold 88 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2026, an estimated $24.1K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.07% of Cyndeo Wealth Partners's portfolio in Q1 2026, its #212 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 7 quarters since.
566 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.