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

Golden State Wealth 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	$41.7K	Buy	147 +41	+39%	+$11.1K	﹤0.01%	765
2026 Q1	$26.9K	Sell	106 -20	-16%	-$5.48K	﹤0.01%	842
2025 Q4	$30.4K	Hold	126	–	–	﹤0.01%	816
2025 Q3	$29.6K	Hold	126	–	–	﹤0.01%	814
2025 Q2	$26.6K	Hold	126	–	–	﹤0.01%	807
2025 Q1	$20.2K	Hold	126	–	–	﹤0.01%	794
2024 Q4	$20.9K	Buy	+126	New	+$20.8K	﹤0.01%	757
2020 Q2	–	Sell	-20	Closed	-$2K	–	959
2020 Q1	$2K	Buy	+20	New	+$2.06K	﹤0.01%	882

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

Golden State Wealth Management's XAR Position: Q2 2026 in Review

Golden State Wealth Management increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 39% in Q2 2026, buying an estimated $11.1K and bringing the position to 147 shares worth $41.7K. The position accounts for ﹤0.01% of the portfolio, ranked #765.

Golden State Wealth Management first reported a position in XAR in Q1 2020 and has held it in 8 quarters since. 615 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Golden State Wealth Management held 147 shares of State Street SPDR S&P Aerospace & Defense ETF worth $41.7K as of Q2 2026.
Golden State Wealth Management bought 41 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $11.1K.
State Street SPDR S&P Aerospace & Defense ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #765 holding.
Golden State Wealth Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2020 and has held it in 8 quarters since.
615 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.