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Gerber Kawasaki Wealth & Investment Management’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Gerber Kawasaki Wealth & Investment 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 		$35M Buy
123,156
+6,891
+6% +$1.86M 0.93% 30
2026
Q1 		$29.5M Sell
116,265
-2,375
-2% -$650K 0.94% 32
2025
Q4 		$28.6M Buy
118,640
+3,929
+3% +$934K 1% 28
2025
Q3 		$27M Sell
114,711
-3,018
-3% -$659K 0.92% 31
2025
Q2 		$24.8M Buy
117,729
+9,567
+9% +$1.73M 0.96% 29
2025
Q1 		$17.4M Buy
108,162
+409
+0.4% +$68.7K 0.78% 35
2024
Q4 		$17.9M Buy
107,753
+6,300
+6% +$1.04M 0.78% 30
2024
Q3 		$16M Buy
101,453
+3,043
+3% +$453K 0.73% 35
2024
Q2 		$13.8M Buy
98,410
+9,322
+10% +$1.3M 0.69% 36
2024
Q1 		$12.5M Buy
89,088
+19,759
+29% +$2.65M 0.68% 39
2023
Q4 		$9.39M Buy
69,329
+20,935
+43% +$2.58M 0.56% 46
2023
Q3 		$5.43M Buy
48,394
+8,747
+22% +$1.05M 0.37% 55
2023
Q2 		$4.82M Buy
39,647
+5,450
+16% +$633K 0.32% 59
2023
Q1 		$4M Buy
34,197
+3,520
+11% +$409K 0.32% 65
2022
Q4 		$3.38M Buy
30,677
+6,108
+25% +$645K 0.3% 71
2022
Q3 		$2.25M Buy
24,569
+3,586
+17% +$375K 0.21% 79
2022
Q2 		$2.11M Buy
20,983
+17,415
+488% +$1.92M 0.2% 81
2022
Q1 		$444K Buy
3,568
+976
+38% +$115K 0.04% 167
2021
Q4 		$301K Buy
2,592
+385
+17% +$45.8K 0.02% 209
2021
Q3 		$263K Buy
2,207
+234
+12% +$28.9K 0.03% 156
2021
Q2 		$261K Buy
1,973
+148
+8% +$19K 0.03% 208
2021
Q1 		$229K Buy
+1,825
New +$221K 0.03% 194

Other funds holding XAR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
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
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's XAR Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 5.9% in Q2 2026, buying an estimated $1.86M and bringing the position to 123,156 shares worth $35M. The position accounts for 0.93% of the portfolio, ranked #30.

Gerber Kawasaki Wealth & Investment Management first reported a position in XAR in Q1 2021 and has held it in 22 quarters since. 402 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 123,156 shares of State Street SPDR S&P Aerospace & Defense ETF worth $35M as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management bought 6,891 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $1.86M.
  • State Street SPDR S&P Aerospace & Defense ETF made up 0.93% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #30 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2021 and has held it in 22 quarters since.
  • 402 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.