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 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

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

Gateway Wealth Partners increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 93% in Q1 2026, buying an estimated $509K and bringing the position to 3,850 shares worth $978K. The position accounts for 0.04% of the portfolio, ranked #380.

Gateway Wealth Partners first reported a position in XAR in Q2 2024 and has held it in 8 quarters since. 566 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

Gateway Wealth Partners held 3,850 shares of State Street SPDR S&P Aerospace & Defense ETF worth $978K as of Q1 2026.
Gateway Wealth Partners bought 1,857 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2026, an estimated $509K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.04% of Gateway Wealth Partners's portfolio in Q1 2026, its #380 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 8 quarters since.
566 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.

Based on Gateway Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.