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

Gateway 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 		$978K Buy
3,850
+1,857
+93% +$509K 0.04% 380
2025
Q4 		$481K Buy
1,993
+706
+55% +$168K 0.05% 285
2025
Q3 		$302K Buy
1,287
+55
+4% +$12K 0.04% 321
2025
Q2 		$260K Sell
1,232
-285
-19% -$51.7K 0.05% 302
2025
Q1 		$244K Sell
1,517
-126
-8% -$21.2K 0.05% 277
2024
Q4 		$272K Sell
1,643
-204
-11% -$33.7K 0.07% 239
2024
Q3 		$291K Buy
1,847
+179
+11% +$26.7K 0.08% 216
2024
Q2 		$234K Buy
+1,668
New +$233K 0.07% 239

Other funds holding XAR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mirae Asset Global Investments
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