AssetMark Inc’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

AssetMark Inc’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	$54.6K	Buy	236 +35	+17%	+$9.25K	﹤0.01%	1850
2026 Q2	$57K	Sell	201 -46	-19%	-$12.4K	﹤0.01%	1791
2026 Q1	$62.7K	Buy	247 +3	+1%	+$822	﹤0.01%	1677
2025 Q4	$58.9K	Buy	244 +134	+122%	+$31.8K	﹤0.01%	1661
2025 Q3	$25.8K	Buy	110 +46	+72%	+$10K	﹤0.01%	1845
2025 Q2	$13.5K	Buy	64 +12	+23%	+$2.18K	﹤0.01%	1897
2025 Q1	$8.36K	Buy	52 +5	+11%	+$840	﹤0.01%	1886
2024 Q4	$7.79K	Hold	47	–	–	﹤0.01%	1840
2024 Q3	$7.4K	Buy	47 +41	+683%	+$6.1K	﹤0.01%	1676
2024 Q2	$840	Buy	+6	New	+$837	﹤0.01%	1873
2021 Q2	–	Sell	-50	Closed	-$6K	–	1568
2021 Q1	$6K	Buy	+50	New	+$6.05K	﹤0.01%	992

Other funds holding XAR

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Enclave Advisors Austin, Texas $793M AUM 15.9% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Cumberland Advisors Sarasota, Florida $280M AUM 17.5% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return

AssetMark Inc's XAR Position: Q3 2026 in Review

AssetMark Inc increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 17% in Q3 2026, buying an estimated $9.25K and bringing the position to 236 shares worth $54.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1850.

AssetMark Inc first reported a position in XAR in Q1 2021 and has held it in 11 quarters since. The position peaked at $62.7K in Q1 2026. 355 funds tracked by Wall St. Rank hold XAR as of Q3 2026.

AssetMark Inc held 236 shares of State Street SPDR S&P Aerospace & Defense ETF worth $54.6K as of Q3 2026.
AssetMark Inc bought 35 State Street SPDR S&P Aerospace & Defense ETF shares in Q3 2026, an estimated $9.25K.
State Street SPDR S&P Aerospace & Defense ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1850 holding.
AssetMark Inc first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2021 and has held it in 11 quarters since.
AssetMark Inc's State Street SPDR S&P Aerospace & Defense ETF position peaked at $62.7K in Q1 2026.
355 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.