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 Q2	$547K	Sell	1,928 -1,922	-50%	-$520K	0.03%	449
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 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

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

Gateway Wealth Partners reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 50% in Q2 2026, selling an estimated $520K and leaving 1,928 shares worth $547K. The position accounts for 0.03% of the portfolio, ranked #449.

Gateway Wealth Partners first reported a position in XAR in Q2 2024 and has held it in 9 quarters since. The position peaked at $978K in Q1 2026. 614 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Gateway Wealth Partners held 1,928 shares of State Street SPDR S&P Aerospace & Defense ETF worth $547K as of Q2 2026.
Gateway Wealth Partners sold 1,922 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $520K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.03% of Gateway Wealth Partners's portfolio in Q2 2026, its #449 holding.
Gateway Wealth Partners first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q2 2024 and has held it in 9 quarters since.
Gateway Wealth Partners's State Street SPDR S&P Aerospace & Defense ETF position peaked at $978K in Q1 2026.
614 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.