Cypress Asset Management’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Cypress Asset Management’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	$426K	Hold	1,500	–	–	0.08%	95
2026 Q1	$381K	Hold	1,500	–	–	0.09%	91
2025 Q4	$362K	Hold	1,500	–	–	0.08%	91
2025 Q3	$352K	Hold	1,500	–	–	0.08%	94
2025 Q2	$316K	Hold	1,500	–	–	0.08%	98
2025 Q1	$241K	Sell	1,500 -165	-10%	-$27.7K	0.06%	104
2024 Q4	$289K	Sell	1,665 -730	-30%	-$120K	0.07%	96
2024 Q3	$377K	Buy	2,395 +80	+3%	+$11.9K	0.09%	88
2024 Q2	$335K	Hold	2,315	–	–	0.09%	90
2024 Q1	$337K	Buy	2,315 +65	+3%	+$8.72K	0.09%	92
2023 Q4	$305K	Sell	2,250 -145	-6%	-$17.9K	0.09%	98
2023 Q3	$252K	Buy	2,395 +145	+6%	+$17.4K	0.08%	106
2023 Q2	$273K	Hold	2,250	–	–	0.09%	112
2023 Q1	$263K	Buy	+2,250	New	+$262K	0.09%	113

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

Cypress Asset Management's XAR Position: Q2 2026 in Review

Cypress Asset Management held its State Street SPDR S&P Aerospace & Defense ETF (XAR) position steady in Q2 2026 at 1,500 shares worth $426K. The position accounts for 0.08% of the portfolio, ranked #95.

Cypress Asset Management first reported a position in XAR in Q1 2023 and has held it in 14 quarters since. 614 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Cypress Asset Management held 1,500 shares of State Street SPDR S&P Aerospace & Defense ETF worth $426K as of Q2 2026.
Cypress Asset Management 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 0.08% of Cypress Asset Management's portfolio in Q2 2026, its #95 holding.
Cypress Asset Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2023 and has held it in 14 quarters since.
614 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Cypress Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.